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First Trust Morningstar Dividend Leaders Index Fund

288 hedge funds and large institutions have $1.66B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 36 closing their positions.

Holders
288
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.98%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
43
Increased
142
Reduced
51
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
176
Sowell Financial Services
Arkansas
$391K 12,180 +12,180 New
William Blair & Company
177
William Blair & Company
Illinois
$388K 12,070 +200 +2%
RFN
178
RDA Financial Network
Iowa
$382K 11,901 -488 -4%
WFA
179
WMG Financial Advisors
Tennessee
$382K 11,902
FH
180
FWG Holdings
Florida
$380K 11,829 +3 +0%
MIM
181
MTM Investment Management
South Carolina
$367K 11,418 -1 -0%
KFGK
182
Keystone Financial Group (Kentucky)
Kentucky
$363K 11,300 +3,758 +50%
XF
183
XML Financial
Maryland
$363K 11,284 +4,680 +71%
SMC
184
Smith, Moore & Co
Missouri
$362K 11,276 +500 +5%
DWM
185
Doyle Wealth Management
Florida
$359K 11,160 -706 -6%
VWA
186
V Wealth Advisors
Kansas
$353K 11,002 +11,002 New
PA
187
PFG Advisors
Arizona
$349K 10,874 -3,249 -23%
SG
188
StoneX Group
New York
$345K 10,745 +10,745 New
LWA
189
Lineweaver Wealth Advisors
Ohio
$344K 10,734 -180 -2%
ACP
190
Aveo Capital Partners
Colorado
$339K 10,540 -4,162 -28%
AA
191
Ancora Advisors
Ohio
$330K 10,283 -615 -6%
RIA
192
Realta Investment Advisors
Delaware
$320K 9,953 -109 -1%
CW
193
CreativeOne Wealth
Kansas
$316K 9,826 +1,343 +16%
SFG
194
StrategIQ Financial Group
Indiana
$305K 9,478 -568 -6%
WAS
195
Wealth Advisory Solutions
Indiana
$294K 9,163
OPA
196
Old Port Advisors
Maine
$284K 8,239 -870 -10%
WW
197
Waterfront Wealth
Kansas
$284K 7,885
OFS
198
Oldfather Financial Services
Nebraska
$277K 8,636 -759 -8%
WAM
199
WealthTrust Asset Management
Florida
$276K 8,582 -846 -9%
HWA
200
Heartwood Wealth Advisors
Virginia
$276K 8,594