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First Trust Morningstar Dividend Leaders Index Fund

283 hedge funds and large institutions have $1.51B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
283
Holders Change
+46
Holders Change %
+19.41%
% of All Funds
4.79%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
66
Increased
118
Reduced
51
Closed
17
Calls
$10K
Puts
$14K
Net Calls
-$4K
Net Calls Change
-$4K
Name Market Value Shares Shares
Change
Shares
Change %
RIA
176
Realta Investment Advisors
Delaware
$358K 10,062 +809 +9%
SFG
177
StrategIQ Financial Group
Indiana
$354K 10,046 -233 -2%
AWM
178
Apollon Wealth Management
South Carolina
$344K 9,775 +2,636 +37%
GRP
179
Global Retirement Partners
California
$340K 9,651 +2,034 +27%
OFS
180
Oldfather Financial Services
Nebraska
$338K 9,395 +759 +9%
WAM
181
WealthTrust Asset Management
Florida
$332K 9,428 +3 +0%
SAM
182
Smithbridge Asset Management
Pennsylvania
$332K 9,433 +355 +4%
SIM
183
Sterling Investment Management
Arizona
$326K 9,245 -1,490 -14%
WAS
184
Wealth Advisory Solutions
Indiana
$323K 9,163 +9,163 New
OPA
185
Old Port Advisors
Maine
$320K 9,109
HWA
186
Heartwood Wealth Advisors
Virginia
$303K 8,594 +2,348 +38%
AOG
187
Alpha Omega Group
Virginia
$300K 8,532 +5 +0.1%
MA
188
MJP Associates
Connecticut
$299K 8,482 +57 +0.7%
CW
189
CreativeOne Wealth
Kansas
$299K 8,483 +1,869 +28%
AWA
190
Arete Wealth Advisors
Illinois
$299K 8,478 +8,478 New
FCAG
191
First Capital Advisors Group
New Jersey
$295K 8,372 +8,372 New
SIA
192
SkyView Investment Advisors
New Jersey
$295K 8,372 +8,372 New
MC
193
Moors & Cabot
Massachusetts
$292K 8,285 +1,230 +17%
AIP
194
Almanack Investment Partners
Pennsylvania
$285K 8,106 +8,106 New
CTB
195
Country Trust Bank
Illinois
$281K 7,980 -1,587 -17%
WW
196
Waterfront Wealth
Kansas
$278K 7,885 +425 +6%
TA
197
TrueWealth Advisors
Alabama
$275K 7,816 -62 -0.8%
BFA
198
Beacon Financial Advisory
Ohio
$274K 7,787 +34 +0.4%
HSA
199
HBK Sorce Advisory
Pennsylvania
$270K 7,667 +794 +12%
WAS
200
WESPAC Advisors SoCal
California
$266K 7,550