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First Trust Morningstar Dividend Leaders Index Fund

345 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 162 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.5%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
91
Reduced
162
Closed
33
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$980K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$307M 9,167,170 -1,048,562 -10%
Morgan Stanley
2
Morgan Stanley
New York
$242M 7,231,913 -741,138 -9%
Wells Fargo
3
Wells Fargo
California
$107M 3,213,379 -419,814 -12%
Ameriprise
4
Ameriprise
Minnesota
$85.8M 2,565,995 +163,492 +7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$78.5M 2,346,454 -5,321 -0.2%
Osaic Holdings
6
Osaic Holdings
Arizona
$78M 2,330,913 -20,057 -0.9%
Bank of America
7
Bank of America
North Carolina
$72.2M 2,158,201 -464,178 -18%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$65.5M 1,957,769 -158,697 -7%
UBS Group
9
UBS Group
Switzerland
$64.7M 1,934,313 -280,272 -13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$64.6M 1,931,352 -50,018 -3%
RJA
11
Raymond James & Associates
Florida
$52.3M 1,565,467 -379,041 -19%
CAG
12
Csenge Advisory Group
Florida
$51.8M 1,550,537 +54,833 +4%
CA
13
Cetera Advisors
Colorado
$48.9M 1,463,676 +46,186 +3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$47.9M 1,432,008 -290,344 -17%
Stifel Financial
15
Stifel Financial
Missouri
$47.5M 1,421,701 -59,129 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$46.7M 1,395,093 -29,789 -2%
SI
17
Stephens Inc
Arkansas
$39.9M 1,192,576 -4,633 -0.4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$36.6M 1,094,470 -83,943 -7%
KIG
19
Kowal Investment Group
Wisconsin
$36.1M 1,080,205 +57,179 +6%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$35.2M 1,053,180 +54,369 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$34.5M 1,031,355 -272,794 -21%
TPWA
22
TRUE Private Wealth Advisors
Oregon
$29.8M 892,276 -502 -0.1%
SFWA
23
Summit Financial Wealth Advisors
Louisiana
$24.9M 752,103 -72,513 -9%
CAN
24
Cetera Advisor Networks
California
$23.8M 712,045 -200,655 -22%
Truist Financial
25
Truist Financial
North Carolina
$23.7M 707,460 -58,687 -8%