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First Trust Morningstar Dividend Leaders Index Fund

359 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
37
Increased
112
Reduced
152
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$18K
Name Market Value Shares Shares
Change
Shares
Change %
FZCM
151
Flynn Zito Capital Management
New York
$1.13M 29,313 +12,397 +73%
FCA
152
FinTrust Capital Advisors
South Carolina
$1.13M 29,277 +14,716 +101%
Creative Planning
153
Creative Planning
Kansas
$1.11M 28,831 -1,101 -4%
WWM
154
Western Wealth Management
Colorado
$1.1M 28,641 -115 -0.4%
FTUS
155
Flow Traders U.S.
New York
$1.1M 28,599 +28,599 New
AWA
156
Arkadios Wealth Advisors
Georgia
$1.05M 27,215 -1,131 -4%
ARC
157
Advisor Resource Council
Texas
$956K 26,654 -89,450 -77%
AWG
158
Altus Wealth Group
Colorado
$953K 24,772 +53 +0.2%
Jane Street
159
Jane Street
New York
$946K 24,575 -9,640 -28%
CFS
160
Commonwealth Financial Services
West Virginia
$921K 25,681
WS
161
Wedbush Securities
California
$882K 22,912 +5,422 +31%
TI
162
tru Independence
Oregon
$876K 22,765 -481 -2%
LFAS
163
Level Four Advisory Services
Texas
$867K 24,172
CWM
164
Cornerstone Wealth Management
Missouri
$863K 22,416 -1,633 -7%
LSA
165
Lion Street Advisors
Texas
$818K 22,805
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$815K 21,175 +11,953 +130%
LFG
167
Larson Financial Group
Missouri
$792K 20,583
NL
168
NWAM LLC
Washington
$791K 20,855 -882 -4%
LW
169
Linscomb Wealth
Texas
$790K 20,540
AWA
170
Arete Wealth Advisors
Illinois
$786K 20,422 +10,060 +97%
PIA
171
Perennial Investment Advisors
California
$782K 20,321 -1,554 -7%
KAS
172
KPP Advisory Services
Kentucky
$782K 20,319 +10,534 +108%
GLA
173
Good Life Advisors
Pennsylvania
$777K 20,200 +3,409 +20%
KFP
174
KMG Fiduciary Partners
Ohio
$776K 20,174 -451 -2%
GRP
175
Global Retirement Partners
California
$775K 20,131 -1,220 -6%