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First Trust Morningstar Dividend Leaders Index Fund

343 hedge funds and large institutions have $2.64B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 34 closing their positions.

Holders
343
Holders Change
-12
Holders Change %
-3.38%
% of All Funds
5.41%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.33%
New
31
Increased
119
Reduced
139
Closed
34
Calls
$34K
Puts
$1M
Net Calls
-$967K
Net Calls Change
-$991K
Name Market Value Shares Shares
Change
Shares
Change %
CAM
201
Cresset Asset Management
Illinois
$488K 14,354 +14,354 New
Corient Private Wealth
202
Corient Private Wealth
Florida
$474K 13,928 +1,451 +12%
DWM
203
Darwin Wealth Management
Florida
$461K 13,414 +3,213 +31%
KIA
204
KCM Investment Advisors
California
$459K 13,501 +5 +0%
HA
205
Herold Advisors
New York
$455K 13,373 +13,373 New
LFG
206
Larson Financial Group
Missouri
$453K 13,307 +2,300 +21%
AWM
207
Apollon Wealth Management
South Carolina
$450K 13,235 -91 -0.7%
MSFS
208
Main Street Financial Solutions
Pennsylvania
$441K 12,959 -75 -0.6%
CF
209
Centaurus Financial
California
$437K 12,849 -12,992 -50%
UBG
210
United Bank (Georgia)
Georgia
$431K 12,665 -201 -2%
RIA
211
Realta Investment Advisors
Delaware
$426K 12,518 +466 +4%
FAM
212
Formidable Asset Management
Ohio
$424K 12,475
PPWM
213
Paragon Private Wealth Management
Kentucky
$423K 12,448
TI
214
Trexquant Investment
Connecticut
$420K 12,362 +12,362 New
WCG
215
Weaver Consulting Group
California
$418K 12,280 -700 -5%
BEI
216
Benjamin Edwards Inc
Missouri
$416K 12,239 +2,628 +27%
PIAS
217
PCA Investment Advisory Services
Ohio
$411K 12,091 +37 +0.3%
WFA
218
WMG Financial Advisors
Tennessee
$405K 11,902
PCS
219
Personal CFO Solutions
New Jersey
$404K 11,883 -15,437 -57%
ZIM
220
Zacks Investment Management
Illinois
$403K 11,837 +6,003 +103%
SS
221
Sunbelt Securities
Texas
$391K 11,505 -3,027 -21%
MIM
222
MTM Investment Management
South Carolina
$388K 11,418
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$386K 11,340 -26,031 -70%
CAS
224
Coppell Advisory Solutions
Texas
$384K 11,362 +249 +2%
JAWM
225
J. Arnold Wealth Management
Ohio
$384K 11,281 -2,009 -15%