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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.34B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
5.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
40
Increased
162
Reduced
94
Closed
31
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Market Value Shares Shares
Change
Shares
Change %
IF
201
Intrua Financial
Texas
$559K 16,480 +8,114 +97%
TCM
202
True Capital Management
California
$557K 15,681 +275 +2%
GRP
203
Global Retirement Partners
California
$548K 15,951 +1,586 +11%
LMKC
204
L.M. Kohn & Company
Ohio
$516K 14,544
RIA
205
Regal Investment Advisors
Michigan
$514K 14,473 +304 +2%
FHC
206
First Heartland Consultants
Missouri
$514K 14,466 -2 -0%
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$512K 14,431 -1,541 -10%
SS
208
Sunbelt Securities
Texas
$511K 14,532
IWM
209
Iams Wealth Management
Nebraska
$498K 14,157 -1,079 -7%
WP
210
WealthSource Partners
California
$497K 14,009 +3,499 +33%
FTUS
211
Flow Traders U.S.
New York
$489K 13,783 +13,783 New
KIA
212
KCM Investment Advisors
California
$479K 13,496 +6 +0%
AWM
213
Apollon Wealth Management
South Carolina
$473K 13,326 -61 -0.5%
JAWM
214
J. Arnold Wealth Management
Ohio
$472K 13,290 -22,993 -63%
HFA
215
High Falls Advisors
New York
$469K 13,223 -1,584 -11%
MSFS
216
Main Street Financial Solutions
Pennsylvania
$463K 13,034 +218 +2%
WCG
217
Weaver Consulting Group
California
$461K 12,980 -401 -3%
UBG
218
United Bank (Georgia)
Georgia
$457K 12,866 -437 -3%
SS
219
Simplicity Solutions
Minnesota
$455K 12,829 +12,829 New
BFG
220
Bleakley Financial Group
New Jersey
$455K 12,829 +12,829 New
CFGS
221
Concourse Financial Group Securities
Alabama
$453K 12,764 +4,487 +54%
FAM
222
Formidable Asset Management
Ohio
$447K 12,475 -750 -6%
Corient Private Wealth
223
Corient Private Wealth
Florida
$443K 12,477 +1,476 +13%
PPWM
224
Paragon Private Wealth Management
Kentucky
$442K 12,448 -5,454 -30%
Fidelity Investments
225
Fidelity Investments
Massachusetts
$430K 12,103 +5,895 +95%