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First Trust Morningstar Dividend Leaders Index Fund

349 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 37 closing their positions.

Holders
349
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
5.08%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
101
Reduced
149
Closed
37
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
+$30K
Name Market Value Shares Shares
Change
Shares
Change %
RFG
176
REAP Financial Group
Texas
$628K 16,565 -767 -4%
FGA
177
Fortis Group Advisors
New Jersey
$627K 16,531 +16,531 New
CW
178
CreativeOne Wealth
Kansas
$627K 16,520 -13,830 -46%
Bank of New York Mellon
179
Bank of New York Mellon
New York
$623K 16,417 +10,660 +185%
IF
180
Intrua Financial
Texas
$620K 16,354 +373 +2%
Jane Street
181
Jane Street
New York
$619K 16,314 -8,261 -34%
LMKC
182
L.M. Kohn & Company
Ohio
$618K 16,290 -1,524 -9%
GRP
183
Global Retirement Partners
California
$609K 16,063 -4,068 -20%
TC
184
TownSquare Capital
Utah
$602K 15,870 -46,484 -75%
KA
185
Kovack Advisors
Florida
$599K 15,781 +15,781 New
AWM
186
Apollon Wealth Management
South Carolina
$594K 15,656 -1,139 -7%
LFAS
187
Level Four Advisory Services
Texas
$589K 15,534 -8,638 -36%
1W
188
1776 Wealth
Georgia
$580K 15,286 -1,591 -9%
TAM
189
Tucker Asset Management
Colorado
$574K 15,129 +1,355 +10%
CAM
190
Cresset Asset Management
Illinois
$565K 14,897 -1,327 -8%
Belvedere Trading
191
Belvedere Trading
Illinois
$558K 14,704 +14,704 New
MWA
192
Merkkuri Wealth Advisors
New York
$547K 14,422 +14,422 New
WA
193
Waverly Advisors
Alabama
$523K 13,787 +2,748 +25%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$522K 13,754 +2,568 +23%
CAS
195
Coppell Advisory Solutions
Texas
$520K 13,714 +13,714 New
SF
196
Summit Financial
New Jersey
$504K 13,287 +13,287 New
SWA
197
Sightline Wealth Advisors
Connecticut
$484K 12,752 -1,915 -13%
MWM
198
Mattern Wealth Management
Kansas
$482K 12,698 -2,092 -14%
RIA
199
Regal Investment Advisors
Michigan
$479K 12,626 -500 -4%
WFA
200
WMG Financial Advisors
Tennessee
$477K 12,563