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First Trust Morningstar Dividend Leaders Index Fund

288 hedge funds and large institutions have $1.66B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 36 closing their positions.

Holders
288
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.98%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
43
Increased
142
Reduced
51
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AOG
201
Alpha Omega Group
Virginia
$274K 8,532
WAS
202
WESPAC Advisors SoCal
California
$273K 7,550
LFAS
203
Level Four Advisory Services
Texas
$271K 8,438 +8,438 New
MC
204
Moors & Cabot
Massachusetts
$270K 8,400 +115 +1%
FFG
205
Ford Financial Group
California
$268K 8,344 +8,344 New
KA
206
Kovack Advisors
Florida
$265K 8,261 -10,810 -57%
LSA
207
Lion Street Advisors
Texas
$260K 8,041 +8,041 New
MA
208
MJP Associates
Connecticut
$252K 7,847 -635 -7%
BFA
209
Beacon Financial Advisory
Ohio
$252K 7,850 +63 +0.8%
MA
210
Mutual Advisors
Nebraska
$252K 7,846 +7,846 New
HSA
211
HBK Sorce Advisory
Pennsylvania
$247K 7,674 +7 +0.1%
SDH
212
Sloy Dahl & Holst
Washington
$238K 7,410
AF
213
Alerus Financial
North Dakota
$225K 7,000 +7,000 New
BWM
214
BCS Wealth Management
Tennessee
$224K 6,971
FPWM
215
FSB Premier Wealth Management
Iowa
$223K 6,949 +6,949 New
IFWM
216
Institute for Wealth Management
Colorado
$218K 6,782
CA
217
Calton & Associates
Florida
$218K 6,796 +6,796 New
RT
218
Rockland Trust
Massachusetts
$216K 6,732 -10,448 -61%
SWM
219
Southern Wealth Management
Texas
$215K 5,950 +5,950 New
NWMG
220
National Wealth Management Group
Ohio
$211K 6,567 +6,567 New
CTB
221
Country Trust Bank
Illinois
$208K 6,480 -1,500 -19%
OBWG
222
Onyx Bridge Wealth Group
New York
$203K 6,126 +6,126 New
AWM
223
Avior Wealth Management
Nebraska
$202K 6,314 +77 +1%
First Manhattan
224
First Manhattan
New York
$200K 12,000 +12,000 New
Fidelity Investments
225
Fidelity Investments
Massachusetts
$193K 6,020 -898 -13%