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First Trust Morningstar Dividend Leaders Index Fund

358 hedge funds and large institutions have $2.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 167 reducing their positions, and 37 closing their positions.

Holders
358
Holders Change
+13
Holders Change %
+3.77%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
52
Increased
82
Reduced
167
Closed
37
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$478M 13,326,946 +6,095,033 +84%
LPL Financial
2
LPL Financial
California
$312M 8,694,674 -472,496 -5%
Ameriprise
3
Ameriprise
Minnesota
$101M 2,828,337 +262,342 +10%
Wells Fargo
4
Wells Fargo
California
$101M 2,817,764 -395,615 -12%
Osaic Holdings
5
Osaic Holdings
Arizona
$71.5M 1,993,139 -337,774 -14%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$68.7M 1,915,141 -16,211 -0.8%
Bank of America
7
Bank of America
North Carolina
$64.6M 1,800,349 -357,852 -17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$62.9M 1,754,103 -203,666 -10%
UBS Group
9
UBS Group
Switzerland
$58M 1,616,488 -317,825 -16%
CAG
10
Csenge Advisory Group
Florida
$57.1M 1,591,351 +40,814 +3%
CA
11
Cetera Advisors
Colorado
$53.6M 1,494,080 +30,404 +2%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$48.6M 1,354,348 -77,660 -5%
RJA
13
Raymond James & Associates
Florida
$46.2M 1,287,403 -278,064 -18%
Stifel Financial
14
Stifel Financial
Missouri
$45.1M 1,255,599 -166,102 -12%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$44.1M 1,228,914 -166,179 -12%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$39.2M 1,092,772 +39,592 +4%
KIG
17
Kowal Investment Group
Wisconsin
$38.6M 1,075,838 -4,367 -0.4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$37.3M 1,040,912 -53,558 -5%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$34.7M 968,116 +75,840 +8%
SFWA
20
Summit Financial Wealth Advisors
Louisiana
$25.8M 718,313 -33,790 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$24.6M 686,946 -344,409 -33%
CAN
22
Cetera Advisor Networks
California
$22.8M 636,141 -75,904 -11%
Truist Financial
23
Truist Financial
North Carolina
$21.6M 602,552 -104,908 -15%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$20.8M 579,511 -35,588 -6%
SI
25
Stephens Inc
Arkansas
$19.8M 550,885 -641,691 -54%