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First Trust Morningstar Dividend Leaders Index Fund

358 hedge funds and large institutions have $2.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 167 reducing their positions, and 37 closing their positions.

Holders
358
Holders Change
+13
Holders Change %
+3.77%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
52
Increased
82
Reduced
167
Closed
37
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
SMC
151
Smith, Moore & Co
Missouri
$1.12M 31,108 +5,340 +21%
CIAS
152
Capital Investment Advisory Services
North Carolina
$1.12M 31,087 -1,492 -5%
Creative Planning
153
Creative Planning
Kansas
$1.07M 29,932 +1,935 +7%
WWM
154
Western Wealth Management
Colorado
$1.03M 28,756 -1,349 -4%
CRI
155
Colonial River Investments
Virginia
$1.02M 28,386 +10,465 +58%
AWA
156
Arkadios Wealth Advisors
Georgia
$1.02M 28,346 -6,577 -19%
SOS
157
Silver Oak Securities
Tennessee
$935K 26,067 -33,659 -56%
CFS
158
Commonwealth Financial Services
West Virginia
$921K 25,681 -130 -0.5%
Bank of Nova Scotia
159
Bank of Nova Scotia
Ontario, Canada
$911K 25,405 -410 -2%
AWG
160
Altus Wealth Group
Colorado
$887K 24,719 -112 -0.5%
LFAS
161
Level Four Advisory Services
Texas
$867K 24,172 -5,235 -18%
CWM
162
Cornerstone Wealth Management
Missouri
$863K 24,049 -9,972 -29%
IA
163
IFG Advisory
Georgia
$860K 23,954 -2,537 -10%
TI
164
tru Independence
Oregon
$834K 23,246 -893 -4%
LSA
165
Lion Street Advisors
Texas
$818K 22,805 -742 -3%
MI
166
Motiv8 Investments
Florida
$818K 22,797 +22,797 New
IWA
167
Icon Wealth Advisors
Texas
$795K 22,149 +22,149 New
PIA
168
Perennial Investment Advisors
California
$785K 21,875 -2,470 -10%
NL
169
NWAM LLC
Washington
$780K 21,737 -2,174 -9%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$777K 21,656 -2,358 -10%
CFGS
171
Concourse Financial Group Securities
Alabama
$775K 21,605 -301 -1%
CA
172
CoreCap Advisors
Michigan
$767K 21,385 +21,385 New
GRP
173
Global Retirement Partners
California
$761K 21,351 -162 -0.8%
AWM
174
Accel Wealth Management
Iowa
$751K 20,919 -329 -2%
KFP
175
KMG Fiduciary Partners
Ohio
$740K 20,625 -121 -0.6%