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First Trust Morningstar Dividend Leaders Index Fund

283 hedge funds and large institutions have $1.51B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
283
Holders Change
+46
Holders Change %
+19.41%
% of All Funds
4.79%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
66
Increased
118
Reduced
51
Closed
17
Calls
$10K
Puts
$14K
Net Calls
-$4K
Net Calls Change
-$4K
Name Market Value Shares Shares
Change
Shares
Change %
KFGK
201
Keystone Financial Group (Kentucky)
Kentucky
$266K 7,542 +36 +0.5%
SDH
202
Sloy Dahl & Holst
Washington
$261K 7,410
AWAG
203
ARS Wealth Advisors Group
Florida
$251K 7,123 +7,123 New
CAN
204
Claraphi Advisory Network
United States
$248K 7,030 +933 +15%
TI
205
tru Independence
Oregon
$247K 7,007 +7,007 New
BWM
206
BCS Wealth Management
Tennessee
$246K 6,971
DTL
207
Dynamic Technology Lab
Singapore
$245K 6,944 +6,944 New
Fidelity Investments
208
Fidelity Investments
Massachusetts
$244K 6,918 +3,798 +122%
ABC
209
Associated Banc-Corp
Wisconsin
$244K 6,930 +6,930 New
IFWM
210
Institute for Wealth Management
Colorado
$239K 6,782
XF
211
XML Financial
Maryland
$233K 6,604 +6,604 New
SI
212
Saxon Interests
Texas
$229K 6,495 +43 +0.7%
PIA
213
Perennial Investment Advisors
California
$226K 6,405 +6,405 New
AWM
214
Avior Wealth Management
Nebraska
$219K 6,237 +41 +0.7%
WANY
215
Wealthspire Advisors (New York)
New York
$211K 6,000
SVWAG
216
Sound View Wealth Advisors Group
Georgia
$210K 5,972 -1,163 -16%
FWM
217
ForthRight Wealth Management
Georgia
$210K 5,966 +18 +0.3%
CWA
218
Clearview Wealth Advisors
Oregon
$205K 5,810 -350 -6%
PB
219
Pinnacle Bancorp
Nebraska
$167K 4,730
HCP
220
Hexagon Capital Partners
Arkansas
$162K 4,593
EL
221
EMFO LLC
Florida
$143K 4,060
BAM
222
Bellevue Asset Management
Washington
$141K 3,994
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$140K 3,980 +4 +0.1%
SWM
224
Spire Wealth Management
Virginia
$127K 3,616 -13,573 -79%
BEI
225
Benjamin Edwards Inc
Missouri
$125K 3,549 -850 -19%