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First Trust Morningstar Dividend Leaders Index Fund

359 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
37
Increased
112
Reduced
152
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$18K
Name Market Value Shares Shares
Change
Shares
Change %
TAM
201
Tucker Asset Management
Colorado
$530K 13,774 +146 +1%
FHA
202
Flagship Harbor Advisors
Massachusetts
$512K 13,296 -2,309 -15%
RIA
203
Regal Investment Advisors
Michigan
$505K 13,126 +325 +3%
GAA
204
Global Assets Advisory
Florida
$500K 19,180 +19,180 New
Citadel Advisors
205
Citadel Advisors
Florida
$485K 12,605 -69,927 -85%
WFA
206
WMG Financial Advisors
Tennessee
$483K 12,563 +661 +6%
Goldman Sachs
207
Goldman Sachs
New York
$483K 12,552 -37,324 -75%
PPWM
208
Paragon Private Wealth Management
Kentucky
$478K 12,414 -226 -2%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$471K 12,245 -191 -2%
MFIM
210
Mesirow Financial Investment Management
Illinois
$470K 12,216
WCG
211
Weaver Consulting Group
California
$453K 11,780
PIAS
212
PCA Investment Advisory Services
Ohio
$442K 11,486 -342 -3%
MIM
213
MTM Investment Management
South Carolina
$439K 11,418
MSFS
214
Main Street Financial Solutions
Pennsylvania
$438K 11,390 -160 -1%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$433K 11,260 -49,270 -81%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$430K 11,186 +2,805 +33%
HP
217
Holistic Planning
Texas
$430K 11,166 -61 -0.5%
WA
218
Waverly Advisors
Alabama
$425K 11,039 +11,039 New
SS
219
Sunbelt Securities
Texas
$420K 10,924 -34 -0.3%
UBG
220
United Bank (Georgia)
Georgia
$411K 10,679 +284 +3%
CA
221
Continuum Advisory
Idaho
$409K 10,666 -4,171 -28%
FAM
222
Formidable Asset Management
Ohio
$408K 10,600 -1,675 -14%
FH
223
FWG Holdings
Florida
$407K 10,592 +2 +0%
CA
224
Calton & Associates
Florida
$400K 10,404 +203 +2%
MGWA
225
Monument Group Wealth Advisors
Massachusetts
$398K 10,350