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First Trust Morningstar Dividend Leaders Index Fund

368 hedge funds and large institutions have $2.45B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
368
Holders Change
+19
Holders Change %
+5.44%
% of All Funds
5.32%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
45
Increased
124
Reduced
137
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WA
201
Waverly Advisors
Alabama
$577K 13,744 -43 -0.3%
1W
202
1776 Wealth
Georgia
$575K 13,695 -1,591 -10%
RFG
203
REAP Financial Group
Texas
$569K 13,561 -3,004 -18%
IWM
204
Iams Wealth Management
Nebraska
$564K 13,438 +3,378 +34%
CAM
205
Cresset Asset Management
Illinois
$563K 13,420 -1,477 -10%
CFD
206
Creative Financial Designs
Indiana
$561K 13,382 -8,254 -38%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$560K 13,407 +1,092 +9%
HH
208
Hilltop Holdings
Texas
$553K 13,171 +13,171 New
XF
209
XML Financial
Maryland
$546K 13,024 +3,370 +35%
PPWM
210
Paragon Private Wealth Management
Kentucky
$542K 12,913 +499 +4%
Corient Private Wealth
211
Corient Private Wealth
Florida
$537K 12,796 +3,868 +43%
RIA
212
Regal Investment Advisors
Michigan
$530K 12,626
WFA
213
WMG Financial Advisors
Tennessee
$527K 12,563
PCS
214
Personal CFO Solutions
New Jersey
$523K 12,459 +1,034 +9%
MFIM
215
Mesirow Financial Investment Management
Illinois
$507K 12,091
WCG
216
Weaver Consulting Group
California
$486K 11,580
PIAS
217
PCA Investment Advisory Services
Ohio
$484K 11,540 +23 +0.2%
FHA
218
Flagship Harbor Advisors
Massachusetts
$484K 11,529 +11,529 New
MIM
219
Moseley Investment Management
Florida
$480K 11,448 +2,578 +29%
MIM
220
MTM Investment Management
South Carolina
$477K 11,418
MSFS
221
Main Street Financial Solutions
Pennsylvania
$470K 11,198 -215 -2%
OP
222
ORG Partners
Indiana
$463K 11,033 +11,033 New
MWM
223
Mattern Wealth Management
Kansas
$461K 10,983 -1,715 -14%
SS
224
Sunbelt Securities
Texas
$451K 10,752 -1,491 -12%
FH
225
FWG Holdings
Florida
$445K 10,596 +2 +0%