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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.34B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
5.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
40
Increased
162
Reduced
94
Closed
31
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Market Value Shares Shares
Change
Shares
Change %
FHA
176
Flagship Harbor Advisors
Massachusetts
$833K 23,451 -67,738 -74%
HAS
177
HBW Advisory Services
California
$831K 23,410 +894 +4%
AWG
178
Altus Wealth Group
Colorado
$828K 23,326 +104 +0.4%
SMC
179
Smith, Moore & Co
Missouri
$800K 22,527 +3,812 +20%
AWM
180
Accel Wealth Management
Iowa
$795K 22,395 +3,445 +18%
LFAS
181
Level Four Advisory Services
Texas
$792K 22,297 +11,192 +101%
LAS
182
LWM Advisory Services
Florida
$739K 20,825 -115,026 -85%
LW
183
Linscomb Wealth
Texas
$729K 20,540
FZCM
184
Flynn Zito Capital Management
New York
$696K 19,600 +1,260 +7%
D
185
Diversified
Delaware
$695K 19,574
PWM
186
Prosperity Wealth Management
California
$690K 19,439 -24,265 -56%
CRI
187
Colonial River Investments
Virginia
$680K 19,162 -3,227 -14%
ACP
188
Aveo Capital Partners
Colorado
$642K 18,074 +154 +0.9%
WS
189
Wedbush Securities
California
$639K 18,012 -6,875 -28%
Bank of New York Mellon
190
Bank of New York Mellon
New York
$635K 17,889 +2,765 +18%
CW
191
CreativeOne Wealth
Kansas
$623K 17,555 +6,443 +58%
FFA
192
Farther Finance Advisors
California
$621K 17,500
IA
193
IFP Advisors
Florida
$606K 21,165 -110,535 -84%
CWM
194
Connecticut Wealth Management
Connecticut
$604K 17,000
KA
195
Kovack Advisors
Florida
$601K 16,920 +4,114 +32%
MA
196
Mutual Advisors
Nebraska
$599K 16,884 +8,802 +109%
SVWAG
197
Sound View Wealth Advisors Group
Georgia
$596K 16,801 -2,035 -11%
AWA
198
Arete Wealth Advisors
Illinois
$582K 16,408 +3,940 +32%
1W
199
1776 Wealth
Georgia
$575K 16,197
Vontobel Holding
200
Vontobel Holding
Switzerland
$567K 15,974 -20,963 -57%