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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.37B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
355
Holders Change
+67
Holders Change %
+23.26%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
92
Increased
160
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$456M 12,468
Morgan Stanley
2
Morgan Stanley
New York
$347M 9,497,868 +3,024,149 +47%
LPL Financial
3
LPL Financial
California
$289M 7,892,915 +3,286,674 +71%
Wells Fargo
4
Wells Fargo
California
$221M 6,041,685 +2,567,604 +74%
Ameriprise
5
Ameriprise
Minnesota
$186M 5,085,497 +1,148,745 +29%
Bank of America
6
Bank of America
North Carolina
$110M 3,007,353 +728,320 +32%
UBS Group
7
UBS Group
Switzerland
$110M 3,005,628 +1,742,387 +138%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$88M 2,405,962 +727,829 +43%
RJA
9
Raymond James & Associates
Florida
$74.6M 2,039,661 +941,560 +86%
Osaic Holdings
10
Osaic Holdings
Arizona
$72.8M 1,990,763 +1,086,412 +120%
Stifel Financial
11
Stifel Financial
Missouri
$66M 1,806,505 +146,949 +9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$64.1M 1,754,230 +860,628 +96%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$63.3M 1,732,694 +311,438 +22%
CAG
14
Csenge Advisory Group
Florida
$44.9M 1,228,478 +132,437 +12%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$44.7M 1,222,627 +459,807 +60%
CA
16
Cetera Advisors
Colorado
$39.2M 1,071,766 +97,322 +10%
Truist Financial
17
Truist Financial
North Carolina
$38.8M 1,060,624 +501,861 +90%
KAS
18
Kestra Advisory Services
Texas
$38.6M 1,055,038 +225,077 +27%
CAN
19
Cetera Advisor Networks
California
$37.5M 1,026,434 +254,481 +33%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$31M 848,834 +412,018 +94%
AWM
21
AE Wealth Management
Kansas
$27.8M 760,385 +196,916 +35%
B
22
Barings
North Carolina
$26.6M 728,680 +728,680 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$24.2M 662,099 +610,683 +1,188%
SPIA
24
Steward Partners Investment Advisory
New York
$23.5M 643,059 +491,538 +324%
KIG
25
Kowal Investment Group
Wisconsin
$23.1M 630,491 +513,607 +439%