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First Trust Morningstar Dividend Leaders Index Fund

345 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 162 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.5%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
91
Reduced
162
Closed
33
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$980K
Name Market Value Shares Shares
Change
Shares
Change %
FPWM
151
FSB Premier Wealth Management
Iowa
$1.02M 30,644 +9 +0%
WWM
152
Western Wealth Management
Colorado
$1.01M 30,105 +972 +3%
JPMPWA
153
J.P. Morgan Private Wealth Advisors
California
$996K 29,799 -32,267 -52%
KAS
154
KPP Advisory Services
Kentucky
$987K 29,525 +29,525 New
LFAS
155
Level Four Advisory Services
Texas
$983K 29,407 +331 +1%
GIA
156
Gladstone Institutional Advisory
Florida
$967K 28,927 -1,593 -5%
Creative Planning
157
Creative Planning
Kansas
$936K 27,997 -147 -0.5%
IA
158
IFP Advisors
Florida
$917K 27,432 +4,146 +18%
IA
159
IFG Advisory
Georgia
$886K 26,491 -2,720 -9%
CFS
160
Commonwealth Financial Services
West Virginia
$863K 25,811 +25,811 New
Bank of Nova Scotia
161
Bank of Nova Scotia
Ontario, Canada
$863K 25,815 +540 +2%
SMC
162
Smith, Moore & Co
Missouri
$862K 25,768 +1,038 +4%
AWG
163
Altus Wealth Group
Colorado
$830K 24,831 +652 +3%
PIA
164
Perennial Investment Advisors
California
$814K 24,345 +4,255 +21%
SWA
165
Sightline Wealth Advisors
Connecticut
$810K 24,236 -36,430 -60%
TI
166
tru Independence
Oregon
$807K 24,139 -1,092 -4%
FHA
167
Flagship Harbor Advisors
Massachusetts
$805K 24,072 +404 +2%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$803K 24,014 -313 -1%
VCM
169
Virtue Capital Management
Tennessee
$800K 23,368
NL
170
NWAM LLC
Washington
$800K 23,911 -165 -0.7%
ARC
171
Advisor Resource Council
Texas
$791K 23,660 -21,233 -47%
LSA
172
Lion Street Advisors
Texas
$787K 23,547 +23,547 New
GWM
173
Geneos Wealth Management
Colorado
$746K 22,302 -3,049 -12%
IWP
174
Icon Wealth Partners
Texas
$739K 22,113 -2,073 -9%
CFGS
175
Concourse Financial Group Securities
Alabama
$733K 21,906 +6,169 +39%