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First Trust Morningstar Dividend Leaders Index Fund

288 hedge funds and large institutions have $1.66B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 36 closing their positions.

Holders
288
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.98%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
43
Increased
142
Reduced
51
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$208M 6,473,719 +1,035,892 +19%
LPL Financial
2
LPL Financial
California
$148M 4,606,241 +1,262,611 +38%
Ameriprise
3
Ameriprise
Minnesota
$126M 3,936,752 -1,641,082 -29%
Wells Fargo
4
Wells Fargo
California
$112M 3,474,081 +1,157,092 +50%
Bank of America
5
Bank of America
North Carolina
$73.2M 2,279,033 +651,110 +40%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$53.9M 1,678,133 +348,940 +26%
Stifel Financial
7
Stifel Financial
Missouri
$53.3M 1,659,556 +145,637 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$45.7M 1,421,256 +725,108 +104%
UBS Group
9
UBS Group
Switzerland
$40.6M 1,263,241 +46,032 +4%
RJA
10
Raymond James & Associates
Florida
$35.3M 1,098,101 +316,503 +40%
CAG
11
Csenge Advisory Group
Florida
$35.2M 1,096,041 +354,196 +48%
CA
12
Cetera Advisors
Colorado
$31.3M 974,444 +57,673 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$29.1M 904,351 +8,457 +0.9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$28.7M 893,602 +239,222 +37%
KAS
15
Kestra Advisory Services
Texas
$26.7M 829,961 +192,950 +30%
CAN
16
Cetera Advisor Networks
California
$24.8M 771,953 +632,669 +454%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$24.5M 762,820 +233,600 +44%
JAWM
18
J. Arnold Wealth Management
Ohio
$19.2M 598,591 +598,591 New
AWM
19
AE Wealth Management
Kansas
$18.1M 563,469 -232,092 -29%
Truist Financial
20
Truist Financial
North Carolina
$18M 558,763 +81,477 +17%
TFA
21
Teamwork Financial Advisors
Texas
$17.2M 535,713 +175,026 +49%
SI
22
Stephens Inc
Arkansas
$16M 497,981 +13,313 +3%
SFWA
23
Summit Financial Wealth Advisors
Louisiana
$14.2M 396,699 +213,593 +117%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$14M 436,816 +70,489 +19%
HighTower Advisors
25
HighTower Advisors
Illinois
$13.8M 429,111 +106,259 +33%