FDL icon

First Trust Morningstar Dividend Leaders Index Fund

402 hedge funds and large institutions have $2.84B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
402
Holders Change
+34
Holders Change %
+9.24%
% of All Funds
5.35%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
67
Increased
160
Reduced
110
Closed
24
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
CW
201
CreativeOne Wealth
Kansas
$716K 17,776 -4,534 -20%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$704K 17,489 -127 -0.7%
NCM
203
Neumann Capital Management
California
$703K 17,450
KA
204
Kovack Advisors
Florida
$695K 17,268 +327 +2%
SG
205
StoneX Group
New York
$695K 17,129 +17,129 New
CWM
206
Connecticut Wealth Management
Connecticut
$684K 17,000
BW
207
Bison Wealth
Georgia
$670K 16,648 -1,389 -8%
GRP
208
Global Retirement Partners
California
$662K 16,440 -358 -2%
CAM
209
Cresset Asset Management
Illinois
$660K 16,395 +2,975 +22%
ACS
210
Archford Capital Strategies
Illinois
$652K 16,195
AWM
211
Apollon Wealth Management
South Carolina
$634K 15,752 +41 +0.3%
AC
212
AIFG Consultants
New York
$634K 15,747 -108,751 -87%
CAS
213
Coppell Advisory Solutions
Texas
$631K 15,759 +1,661 +12%
AG
214
AmeriFlex Group
Nevada
$629K 15,143 +15,143 New
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$623K 15,463 -2,948 -16%
KFGK
216
Keystone Financial Group (Kentucky)
Kentucky
$615K 15,277 -6 -0%
ACA
217
Aptus Capital Advisors
Alabama
$589K 14,539 +8,686 +148%
TWP
218
Triad Wealth Partners
Kansas
$584K 14,495 +14,495 New
IIM
219
Illumine Investment Management
Washington
$578K 14,367 +14,367 New
Kovitz Investment Group Partners
220
Kovitz Investment Group Partners
Illinois
$573K 14,230 +724 +5%
IA
221
IFG Advisory
Georgia
$569K 14,134 -7,565 -35%
WA
222
Waverly Advisors
Alabama
$568K 14,108 +364 +3%
BB
223
Bell Bank
North Dakota
$564K 14,015 +14,015 New
1W
224
1776 Wealth
Georgia
$551K 13,695
CF
225
Centaurus Financial
California
$550K 13,670 +4,615 +51%