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First Trust Morningstar Dividend Leaders Index Fund

349 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 37 closing their positions.

Holders
349
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
5.08%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
101
Reduced
149
Closed
37
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
+$30K
Name Market Value Shares Shares
Change
Shares
Change %
IA
151
IFG Advisory
Georgia
$832K 21,924 +2,746 +14%
CFD
152
Creative Financial Designs
Indiana
$821K 21,636 -66,735 -76%
IWA
153
Icon Wealth Advisors
Texas
$797K 19,620
LFG
154
Larson Financial Group
Missouri
$795K 20,953 +370 +2%
CWM
155
Cornerstone Wealth Management
Missouri
$786K 20,711 -1,705 -8%
LW
156
Linscomb Wealth
Texas
$779K 20,540
PIA
157
Perennial Investment Advisors
California
$775K 20,439 +118 +0.6%
Fisher Asset Management
158
Fisher Asset Management
Washington
$766K 20,190 +20,190 New
PWH
159
Priebe Wealth Holdings
Minnesota
$761K 20,072 +710 +4%
KFP
160
KMG Fiduciary Partners
Ohio
$760K 20,025 -149 -0.7%
LSA
161
Lion Street Advisors
Texas
$757K 19,959 -2,846 -12%
KAS
162
KPP Advisory Services
Kentucky
$756K 19,921 -398 -2%
Citadel Advisors
163
Citadel Advisors
Florida
$749K 19,754 +7,149 +57%
Jones Financial Companies
164
Jones Financial Companies
Missouri
$747K 19,702 +15,985 +430%
D
165
Diversified
Delaware
$736K 19,398
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$732K 19,305 -160 -0.8%
GM
167
GeoWealth Management
Illinois
$732K 19,288 -21,723 -53%
AWM
168
Accel Wealth Management
Iowa
$730K 19,245 +100 +0.5%
SOS
169
Silver Oak Securities
Tennessee
$728K 19,182 +1,241 +7%
TI
170
tru Independence
Oregon
$716K 18,890 -3,875 -17%
SVWAG
171
Sound View Wealth Advisors Group
Georgia
$706K 18,609 +1,131 +6%
GWM
172
Geneos Wealth Management
Colorado
$686K 18,090 -613 -3%
BAM
173
Belpointe Asset Management
Nevada
$660K 17,388 +1,571 +10%
CWM
174
Connecticut Wealth Management
Connecticut
$645K 17,000
ACS
175
Archford Capital Strategies
Illinois
$632K 16,675