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First Trust Morningstar Dividend Leaders Index Fund

358 hedge funds and large institutions have $2.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 167 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+13
Holders Change %
+3.77%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
52
Increased
82
Reduced
167
Closed
37
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
201
FinTrust Capital Advisors
South Carolina
$522K +$58.3K +1,625 +13%
BEI
202
Benjamin Edwards Inc
Missouri
$521K +$10.4K +289 +2%
PCS
203
Personal CFO Solutions
New Jersey
$498K +$502 +14 +0.1%
TAM
204
Tucker Asset Management
Colorado
$489K +$4.95K +138 +1%
AWM
205
Apollon Wealth Management
South Carolina
$473K
RIA
206
Regal Investment Advisors
Michigan
$459K -$82.5K -2,300 -15%
FFN
207
Focus Financial Network
Minnesota
$457K +$457K +12,734 New
PPWM
208
Paragon Private Wealth Management
Kentucky
$454K +$6.89K +192 +2%
ZF
209
Zega Financial
Florida
$447K +$447K +12,451 New
CA
210
Claro Advisors
Massachusetts
$447K -$138K -3,834 -24%
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$446K -$139K -3,879 -24%
FAM
212
Formidable Asset Management
Ohio
$440K -$7.18K -200 -2%
MFIM
213
Mesirow Financial Investment Management
Illinois
$438K +$438K +12,216 New
OFS
214
OneAscent Financial Services
Alabama
$438K +$55K +1,531 +14%
TC
215
TownSquare Capital
Utah
$431K -$3.4M -94,774 -89%
WFA
216
WMG Financial Advisors
Tennessee
$427K
PIAS
217
PCA Investment Advisory Services
Ohio
$424K -$20.3K -565 -5%
WCG
218
Weaver Consulting Group
California
$423K
MSFS
219
Main Street Financial Solutions
Pennsylvania
$414K +$6.06K +169 +1%
MIM
220
MTM Investment Management
South Carolina
$410K
ES
221
Eagle Strategies
New York
$409K -$737K -20,542 -64%
Corient Private Wealth
222
Corient Private Wealth
Florida
$407K -$102K -2,844 -20%
PAS
223
Park Avenue Securities
New York
$405K -$182K -5,054 -31%
HP
224
Holistic Planning
Texas
$403K +$403K +11,227 New
CFCI
225
Comprehensive Financial Consultants Institutional
Indiana
$399K +$34.8K +970 +10%