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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.37B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
355
Holders Change
+67
Holders Change %
+23.26%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
92
Increased
160
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HFA
201
High Falls Advisors
New York
$541K 14,807 -3,079 -17%
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$538K 14,703 -184,484 -93%
LMKC
203
L.M. Kohn & Company
Ohio
$532K 14,544
SS
204
Sunbelt Securities
Texas
$531K 14,532 +2,345 +19%
FHC
205
First Heartland Consultants
Missouri
$529K 14,468 +5,980 +70%
GRP
206
Global Retirement Partners
California
$525K 14,365 +3,561 +33%
RIA
207
Regal Investment Advisors
Michigan
$518K 14,169 -1,157 -8%
FFS
208
Founders Financial Securities
Maryland
$513K 14,026 +1,786 +15%
KIA
209
KCM Investment Advisors
California
$493K 13,490 +6 +0%
AWM
210
Apollon Wealth Management
South Carolina
$489K 13,387 +371 +3%
WCG
211
Weaver Consulting Group
California
$489K 13,381
UBG
212
United Bank (Georgia)
Georgia
$486K 13,303 -907 -6%
FAM
213
Formidable Asset Management
Ohio
$484K 13,225
RIA
214
Realta Investment Advisors
Delaware
$477K 13,052 +3,099 +31%
MSFS
215
Main Street Financial Solutions
Pennsylvania
$469K 12,816 -928 -7%
KA
216
Kovack Advisors
Florida
$468K 12,806 +4,545 +55%
BWP
217
Balboa Wealth Partners
Arizona
$459K 12,554 +12,554 New
OAM
218
Oppenheimer Asset Management
New York
$447K 12,213 +12,213 New
FFG
219
Ford Financial Group
California
$438K 11,980 +3,636 +44%
WFA
220
WMG Financial Advisors
Tennessee
$435K 11,902
William Blair & Company
221
William Blair & Company
Illinois
$424K 11,594 -476 -4%
FAN
222
Financial Advisors Network
California
$423K 11,572 -1,000 -8%
MIM
223
MTM Investment Management
South Carolina
$417K 11,418
KFGK
224
Keystone Financial Group (Kentucky)
Kentucky
$417K 11,395 +95 +0.8%
Lido Advisors
225
Lido Advisors
California
$415K 11,353 +11,353 New