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First Trust Morningstar Dividend Leaders Index Fund

368 hedge funds and large institutions have $2.45B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
368
Holders Change
+19
Holders Change %
+5.44%
% of All Funds
5.32%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
45
Increased
124
Reduced
137
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WWM
151
Western Wealth Management
Colorado
$1.12M 26,586 -510 -2%
CFS
152
Commonwealth Financial Services
West Virginia
$1.11M 26,517 -36 -0.1%
CIAS
153
Capital Investment Advisory Services
North Carolina
$1.04M 24,836 -217 -0.9%
KFP
154
KMG Fiduciary Partners
Ohio
$1.01M 24,082 +4,057 +20%
DWP
155
Daymark Wealth Partners
Ohio
$1.01M 24,067 +644 +3%
PWH
156
Priebe Wealth Holdings
Minnesota
$1.01M 24,062 +3,990 +20%
B
157
Barings
North Carolina
$1.01M 23,958 +23,958 New
AWA
158
Arkadios Wealth Advisors
Georgia
$1M 23,948 +1,731 +8%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$968K 23,074 +9,320 +68%
FAIM
160
Financial Advocates Investment Management
Washington
$960K 22,884 +16,054 +235%
CW
161
CreativeOne Wealth
Kansas
$936K 22,310 +5,790 +35%
SOS
162
Silver Oak Securities
Tennessee
$927K 22,209 +3,027 +16%
IA
163
IFG Advisory
Georgia
$910K 21,699 -225 -1%
EA
164
Ergawealth Advisors
Illinois
$901K 21,478 -8,718 -29%
FFA
165
Farther Finance Advisors
California
$897K 21,373 +20,373 +2,037%
SVWAG
166
Sound View Wealth Advisors Group
Georgia
$885K 21,106 +2,497 +13%
LSA
167
Lion Street Advisors
Texas
$883K 21,058 +1,099 +6%
NL
168
NWAM LLC
Washington
$870K 20,745 +20,745 New
LW
169
Linscomb Wealth
Texas
$862K 20,540
SF
170
Summit Financial
New Jersey
$850K 20,258 +6,971 +52%
PIA
171
Perennial Investment Advisors
California
$844K 20,108 -331 -2%
LFG
172
Larson Financial Group
Missouri
$834K 19,889 -1,064 -5%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$828K 19,742 +437 +2%
KAS
174
KPP Advisory Services
Kentucky
$828K 19,731 -190 -1%
IWA
175
Icon Wealth Advisors
Texas
$823K 19,620