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First Trust Morningstar Dividend Leaders Index Fund

343 hedge funds and large institutions have $2.64B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 34 closing their positions.

Holders
343
Holders Change
-12
Holders Change %
-3.38%
% of All Funds
5.41%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.33%
New
31
Increased
119
Reduced
139
Closed
34
Calls
$34K
Puts
$1M
Net Calls
-$967K
Net Calls Change
-$991K
Name Market Value Shares Shares
Change
Shares
Change %
Citadel Advisors
176
Citadel Advisors
Florida
$694K 20,396 +20,396 New
LWM
177
Liberty Wealth Management
California
$691K 20,331 -6,258 -24%
PIA
178
Perennial Investment Advisors
California
$683K 20,090 -4,079 -17%
MA
179
Mutual Advisors
Nebraska
$677K 19,904 +3,020 +18%
D
180
Diversified
Delaware
$654K 19,224 -350 -2%
ACP
181
Aveo Capital Partners
Colorado
$633K 18,609 +535 +3%
CRI
182
Colonial River Investments
Virginia
$631K 18,555 -607 -3%
CW
183
CreativeOne Wealth
Kansas
$618K 18,173 +618 +4%
CA
184
Claro Advisors
Massachusetts
$611K 17,970 -32,381 -64%
LMKC
185
L.M. Kohn & Company
Ohio
$599K 17,614 +3,070 +21%
IF
186
Intrua Financial
Texas
$599K 17,604 +1,124 +7%
WS
187
Wedbush Securities
California
$598K 17,593 -419 -2%
KA
188
Kovack Advisors
Florida
$584K 17,186 +266 +2%
GS
189
GTS Securities
New York
$584K 17,166 +17,166 New
CWM
190
Connecticut Wealth Management
Connecticut
$578K 17,000
SVWAG
191
Sound View Wealth Advisors Group
Georgia
$577K 16,980 +179 +1%
GRP
192
Global Retirement Partners
California
$577K 16,974 +1,023 +6%
1W
193
1776 Wealth
Georgia
$574K 16,877 +680 +4%
Qube Research & Technologies (QRT)
194
Qube Research & Technologies (QRT)
United Kingdom
$554K 16,296 +16,296 New
GLA
195
Good Life Advisors
Pennsylvania
$550K 16,176 -160,391 -91%
PWM
196
Prosperity Wealth Management
California
$549K 16,156 -3,283 -17%
CFGS
197
Concourse Financial Group Securities
Alabama
$535K 15,737 +2,973 +23%
RIA
198
Regal Investment Advisors
Michigan
$529K 15,542 +1,069 +7%
KFGK
199
Keystone Financial Group (Kentucky)
Kentucky
$526K 15,477 +15,477 New
AWA
200
Arete Wealth Advisors
Illinois
$498K 14,652 -1,756 -11%