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First Trust Morningstar Dividend Leaders Index Fund

345 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 162 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.5%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
91
Reduced
162
Closed
33
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$980K
Name Market Value Shares Shares
Change
Shares
Change %
AWM
176
Accel Wealth Management
Iowa
$711K 21,248 -1,324 -6%
FZCM
177
Flynn Zito Capital Management
New York
$702K 21,005 +223 +1%
GRP
178
Global Retirement Partners
California
$700K 21,513 +4,539 +27%
KFP
179
KMG Fiduciary Partners
Ohio
$694K 20,746 -935 -4%
LW
180
Linscomb Wealth
Texas
$687K 20,540
PWMG
181
Provence Wealth Management Group
California
$685K 20,486 -3,000 -13%
MWM
182
Mattern Wealth Management
Kansas
$667K 19,938 -120,293 -86%
D
183
Diversified
Delaware
$643K 19,224
CRI
184
Colonial River Investments
Virginia
$599K 17,921 -634 -3%
LMKC
185
L.M. Kohn & Company
Ohio
$589K 17,614
LFG
186
Larson Financial Group
Missouri
$581K 17,382 +4,075 +31%
SVWAG
187
Sound View Wealth Advisors Group
Georgia
$581K 17,376 +396 +2%
WS
188
Wedbush Securities
California
$577K 17,261 -332 -2%
CWM
189
Connecticut Wealth Management
Connecticut
$568K 17,000
1W
190
1776 Wealth
Georgia
$564K 16,877
IF
191
Intrua Financial
Texas
$554K 16,574 -1,030 -6%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$546K 16,315 -32,171 -66%
PAS
193
Park Avenue Securities
New York
$546K 16,329 +16,329 New
CA
194
Claro Advisors
Massachusetts
$545K 16,284 -1,686 -9%
KA
195
Kovack Advisors
Florida
$530K 15,846 -1,340 -8%
IWM
196
Iams Wealth Management
Nebraska
$525K 15,696 +15,696 New
KFGK
197
Keystone Financial Group (Kentucky)
Kentucky
$518K 15,504 +27 +0.2%
RIA
198
Regal Investment Advisors
Michigan
$505K 15,101 -441 -3%
GLA
199
Good Life Advisors
Pennsylvania
$486K 14,523 -1,653 -10%
CAM
200
Cresset Asset Management
Illinois
$485K 14,492 +138 +1%