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First Trust Morningstar Dividend Leaders Index Fund

359 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
37
Increased
112
Reduced
152
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$18K
Name Market Value Shares Shares
Change
Shares
Change %
IWA
176
Icon Wealth Advisors
Texas
$755K 19,620 -2,529 -11%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$749K 19,465 -2,191 -10%
D
178
Diversified
Delaware
$746K 19,398 +174 +0.9%
PWH
179
Priebe Wealth Holdings
Minnesota
$745K 19,362 +730 +4%
IA
180
IFG Advisory
Georgia
$738K 19,178 -4,776 -20%
AWM
181
Accel Wealth Management
Iowa
$737K 19,145 -1,774 -8%
GWM
182
Geneos Wealth Management
Colorado
$720K 18,703 -1,373 -7%
CFGS
183
Concourse Financial Group Securities
Alabama
$694K 18,039 -3,566 -17%
SOS
184
Silver Oak Securities
Tennessee
$690K 17,941 -8,126 -31%
LMKC
185
L.M. Kohn & Company
Ohio
$685K 17,814
SVWAG
186
Sound View Wealth Advisors Group
Georgia
$673K 17,478 -1,358 -7%
RFG
187
REAP Financial Group
Texas
$667K 17,332 -363 -2%
CWM
188
Connecticut Wealth Management
Connecticut
$654K 17,000
1W
189
1776 Wealth
Georgia
$649K 16,877
AWM
190
Apollon Wealth Management
South Carolina
$646K 16,795 +3,616 +27%
CAL
191
Capital Analysts LLC
Pennsylvania
$643K 16,711 +1,772 +12%
ACS
192
Archford Capital Strategies
Illinois
$642K 16,675 +16,675 New
CAM
193
Cresset Asset Management
Illinois
$624K 16,224 -21 -0.1%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$619K 16,078 +7,122 +80%
IF
195
Intrua Financial
Texas
$615K 15,981 -726 -4%
BAM
196
Belpointe Asset Management
Nevada
$609K 15,817 -31,622 -67%
KFGK
197
Keystone Financial Group (Kentucky)
Kentucky
$592K 15,396 -27 -0.2%
MWM
198
Mattern Wealth Management
Kansas
$569K 14,790 -2,482 -14%
SWA
199
Sightline Wealth Advisors
Connecticut
$564K 14,667 -2,733 -16%
PCS
200
Personal CFO Solutions
New Jersey
$545K 14,165 +298 +2%