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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.37B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
355
Holders Change
+67
Holders Change %
+23.26%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
92
Increased
160
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HAS
176
HBW Advisory Services
California
$823K 22,516 +22,516 New
CRI
177
Colonial River Investments
Virginia
$819K 22,389 +94 +0.4%
KWM
178
Kingsview Wealth Management
Oregon
$812K 22,222 +22,222 New
CF
179
Centaurus Financial
California
$807K 22,078 -3,943 -15%
AFP
180
Ausdal Financial Partners
Iowa
$786K 21,492 +21,492 New
XF
181
XML Financial
Maryland
$756K 20,688 +9,404 +83%
LW
182
Linscomb Wealth
Texas
$751K 20,540
SG
183
StoneX Group
New York
$725K 19,827 +9,082 +85%
D
184
Diversified
Delaware
$716K 19,574 +2,817 +17%
AWM
185
Accel Wealth Management
Iowa
$693K 18,950 +18,756 +9,668%
SMC
186
Smith, Moore & Co
Missouri
$684K 18,715 +7,439 +66%
SVWAG
187
Sound View Wealth Advisors Group
Georgia
$676K 18,836 +18,836 New
FZCM
188
Flynn Zito Capital Management
New York
$671K 18,340 +18,340 New
ACP
189
Aveo Capital Partners
Colorado
$655K 17,920 +7,380 +70%
PPWM
190
Paragon Private Wealth Management
Kentucky
$654K 17,902 +1,920 +12%
PIA
191
Perennial Investment Advisors
California
$654K 17,882 +5,260 +42%
FFA
192
Farther Finance Advisors
California
$640K 17,500 +17,500 New
CWM
193
Connecticut Wealth Management
Connecticut
$622K 17,000
1W
194
1776 Wealth
Georgia
$592K 16,197 -235 -1%
Koshinski Asset Management
195
Koshinski Asset Management
Illinois
$584K 15,972 -991 -6%
IAG
196
Ipsen Advisor Group
Arkansas
$565K 15,447 +15,447 New
TCM
197
True Capital Management
California
$563K 15,406 +15,406 New
IWM
198
Iams Wealth Management
Nebraska
$557K 15,236 +15,236 New
Bank of New York Mellon
199
Bank of New York Mellon
New York
$553K 15,124 +15,124 New
PPP
200
Private Portfolio Partners
New Jersey
$543K 14,843 +14,843 New