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First Trust Morningstar Dividend Leaders Index Fund

358 hedge funds and large institutions have $2.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 167 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+13
Holders Change %
+3.77%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
52
Increased
82
Reduced
167
Closed
37
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
176
Larson Financial Group
Missouri
$739K +$115K +3,201 +18%
LW
177
Linscomb Wealth
Texas
$737K
YIH
178
Y-Intercept (HK)
Hong Kong
$735K +$735K +20,482 New
PWMG
179
Provence Wealth Management Group
California
$734K -$753 -21 -0.1%
GWM
180
Geneos Wealth Management
Colorado
$720K -$79.9K -2,226 -10%
D
181
Diversified
Delaware
$690K
SVWAG
182
Sound View Wealth Advisors Group
Georgia
$676K +$52.4K +1,460 +8%
PWH
183
Priebe Wealth Holdings
Minnesota
$669K +$669K +18,632 New
LMKC
184
L.M. Kohn & Company
Ohio
$639K +$7.18K +200 +1%
RFG
185
REAP Financial Group
Texas
$635K +$635K +17,695 New
WS
186
Wedbush Securities
California
$628K +$8.22K +229 +1%
SWA
187
Sightline Wealth Advisors
Connecticut
$624K -$245K -6,836 -28%
MWM
188
Mattern Wealth Management
Kansas
$620K -$95.7K -2,666 -13%
CWM
189
Connecticut Wealth Management
Connecticut
$610K
FZCM
190
Flynn Zito Capital Management
New York
$607K -$147K -4,089 -19%
1W
191
1776 Wealth
Georgia
$606K
GLA
192
Good Life Advisors
Pennsylvania
$602K +$81.4K +2,268 +16%
IF
193
Intrua Financial
Texas
$599K +$4.77K +133 +0.8%
CAM
194
Cresset Asset Management
Illinois
$583K +$62.9K +1,753 +12%
FHA
195
Flagship Harbor Advisors
Massachusetts
$560K -$304K -8,467 -35%
KA
196
Kovack Advisors
Florida
$558K -$10.2K -283 -2%
KFGK
197
Keystone Financial Group (Kentucky)
Kentucky
$553K -$2.91K -81 -0.5%
CAL
198
Capital Analysts LLC
Pennsylvania
$536K +$125K +3,484 +30%
CA
199
Continuum Advisory
Idaho
$532K -$728K -20,283 -58%
NW
200
NewEdge Wealth
Pennsylvania
$529K +$529K +14,733 New