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First Trust Morningstar Dividend Leaders Index Fund

349 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 37 closing their positions.

Holders
349
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
5.08%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
101
Reduced
149
Closed
37
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
+$30K
Name Market Value Shares Shares
Change
Shares
Change %
PPWM
201
Paragon Private Wealth Management
Kentucky
$471K 12,414
Mercer Global Advisors
202
Mercer Global Advisors
Colorado
$467K 12,315 +70 +0.6%
SS
203
Sunbelt Securities
Texas
$464K 12,243 +1,319 +12%
MFIM
204
Mesirow Financial Investment Management
Illinois
$459K 12,091 -125 -1%
WP
205
Wealthspan Partners
Iowa
$440K 11,597 +4,146 +56%
WCG
206
Weaver Consulting Group
California
$439K 11,580 -200 -2%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$438K 11,546 -4,532 -28%
PIAS
208
PCA Investment Advisory Services
Ohio
$437K 11,517 +31 +0.3%
PCS
209
Personal CFO Solutions
New Jersey
$433K 11,425 -2,740 -19%
MIM
210
MTM Investment Management
South Carolina
$433K 11,418
MSFS
211
Main Street Financial Solutions
Pennsylvania
$433K 11,413 +23 +0.2%
HP
212
Holistic Planning
Texas
$430K 11,166
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$428K 11,287 +27 +0.2%
FTS
214
Fifth Third Securities
Ohio
$420K 11,079 +11,079 New
FH
215
FWG Holdings
Florida
$418K 10,594 +2 +0%
CA
216
Continuum Advisory
Idaho
$403K 10,625 -41 -0.4%
SF
217
Synovus Financial
Georgia
$397K 10,454 +3,856 +58%
CA
218
Calton & Associates
Florida
$393K 10,373 -31 -0.3%
MGWA
219
Monument Group Wealth Advisors
Massachusetts
$393K 10,350
IWM
220
Iams Wealth Management
Nebraska
$382K 10,060 -27,137 -73%
ZIM
221
Zacks Investment Management
Illinois
$379K 9,999 +2,806 +39%
CF
222
Centaurus Financial
California
$379K 9,998 -122 -1%
FAM
223
Formidable Asset Management
Ohio
$376K 9,900 -700 -7%
UBG
224
United Bank (Georgia)
Georgia
$368K 9,712 -967 -9%
XF
225
XML Financial
Maryland
$366K 9,654