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First Trust Morningstar Dividend Leaders Index Fund

345 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 162 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.5%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
91
Reduced
162
Closed
33
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$980K
Name Market Value Shares Shares
Change
Shares
Change %
BEI
201
Benjamin Edwards Inc
Missouri
$476K 14,240 +2,001 +16%
Corient Private Wealth
202
Corient Private Wealth
Florida
$475K 14,192 +264 +2%
PCS
203
Personal CFO Solutions
New Jersey
$463K 13,853 +1,970 +17%
KIA
204
KCM Investment Advisors
California
$452K 13,509 +8 +0.1%
TAM
205
Tucker Asset Management
Colorado
$451K 13,490 +4,590 +52%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$447K 13,357 -29,391 -69%
AWM
207
Apollon Wealth Management
South Carolina
$441K 13,179 -56 -0.4%
FCA
208
FinTrust Capital Advisors
South Carolina
$433K 12,936 +12,282 +1,878%
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$430K 12,868 -3,428 -21%
HA
210
Herold Advisors
New York
$422K 12,626 -747 -6%
Millennium Management
211
Millennium Management
New York
$418K 12,508 +12,508 New
FAM
212
Formidable Asset Management
Ohio
$417K 12,475
PPWM
213
Paragon Private Wealth Management
Kentucky
$416K 12,448
PIAS
214
PCA Investment Advisory Services
Ohio
$414K 12,393 +302 +2%
DWM
215
Darwin Wealth Management
Florida
$411K 12,279 -1,135 -8%
WFA
216
WMG Financial Advisors
Tennessee
$398K 11,902
CF
217
Centaurus Financial
California
$397K 11,866 -983 -8%
WCG
218
Weaver Consulting Group
California
$394K 11,780 -500 -4%
FAN
219
Financial Advisors Network
California
$387K 11,572 +11,572 New
CAL
220
Capital Analysts LLC
Pennsylvania
$383K 11,455 +2,009 +21%
MIM
221
MTM Investment Management
South Carolina
$382K 11,418
SS
222
Sunbelt Securities
Texas
$381K 11,408 -97 -0.8%
MSFS
223
Main Street Financial Solutions
Pennsylvania
$381K 11,381 -1,578 -12%
UBG
224
United Bank (Georgia)
Georgia
$380K 11,367 -1,298 -10%
JAWM
225
J. Arnold Wealth Management
Ohio
$377K 11,281