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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.34B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
5.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
40
Increased
162
Reduced
94
Closed
31
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$375M 10,559,035 +2,666,120 +34%
Morgan Stanley
2
Morgan Stanley
New York
$344M 9,688,829 +190,961 +2%
M1FG
3
Mach-1 Financial Group
Arkansas
$250M 176,435 +27,841 +19%
Ameriprise
4
Ameriprise
Minnesota
$215M 6,049,795 +964,298 +19%
Wells Fargo
5
Wells Fargo
California
$172M 4,851,302 -1,190,383 -20%
Bank of America
6
Bank of America
North Carolina
$108M 3,053,537 +46,184 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$86.5M 2,436,522 +2,115,887 +660%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$84.7M 2,385,804 -20,158 -0.8%
Osaic Holdings
9
Osaic Holdings
Arizona
$78.2M 2,203,377 +212,614 +11%
UBS Group
10
UBS Group
Switzerland
$78.1M 2,199,841 -805,787 -27%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$76.8M 2,164,599 +431,905 +25%
RJA
12
Raymond James & Associates
Florida
$73.4M 2,068,447 +28,786 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$60.9M 1,715,768 -38,462 -2%
Stifel Financial
14
Stifel Financial
Missouri
$59.9M 1,686,077 -120,428 -7%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$55.1M 1,553,320 +891,221 +135%
CAG
16
Csenge Advisory Group
Florida
$50.6M 1,424,903 +196,425 +16%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$49.5M 1,394,835 +172,208 +14%
SI
18
Stephens Inc
Arkansas
$40.1M 1,129,109 +556,671 +97%
CA
19
Cetera Advisors
Colorado
$38.7M 1,088,906 +17,140 +2%
CAN
20
Cetera Advisor Networks
California
$37.1M 1,044,303 +17,869 +2%
KAS
21
Kestra Advisory Services
Texas
$35.2M 991,919 -63,119 -6%
Truist Financial
22
Truist Financial
North Carolina
$34M 957,130 -103,494 -10%
KIG
23
Kowal Investment Group
Wisconsin
$32M 902,684 +272,193 +43%
SFWA
24
Summit Financial Wealth Advisors
Louisiana
$29.5M 831,258 +412,331 +98%
TPWA
25
TRUE Private Wealth Advisors
Oregon
$29.3M 826,388 +393,294 +91%