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First Trust Morningstar Dividend Leaders Index Fund

359 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
37
Increased
112
Reduced
152
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$18K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$318M 8,258,577 -436,097 -5%
Morgan Stanley
2
Morgan Stanley
New York
$255M 6,633,137 -6,693,809 -50%
Wells Fargo
3
Wells Fargo
California
$90M 2,339,725 -478,039 -17%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$79.9M 2,077,685 +1,898,023 +1,056%
Ameriprise
5
Ameriprise
Minnesota
$69.7M 1,810,083 -1,018,254 -36%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$68.2M 1,773,322 -141,819 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$66.5M 1,727,251 -26,852 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$66.4M 1,725,818 -267,321 -13%
Bank of America
9
Bank of America
North Carolina
$65.1M 1,691,203 -109,146 -6%
CAG
10
Csenge Advisory Group
Florida
$63.1M 1,641,103 +49,752 +3%
CA
11
Cetera Advisors
Colorado
$58.9M 1,530,215 +36,135 +2%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$53.7M 1,395,583 +41,235 +3%
Stifel Financial
13
Stifel Financial
Missouri
$48.5M 1,261,302 +5,703 +0.5%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$44.3M 1,151,486 +58,714 +5%
TPWA
15
TRUE Private Wealth Advisors
Oregon
$42.7M 1,108,956 +140,840 +15%
RJA
16
Raymond James & Associates
Florida
$41.7M 1,084,547 -202,856 -16%
KIG
17
Kowal Investment Group
Wisconsin
$41.4M 1,075,557 -281 -0%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$38.8M 1,009,211 -219,703 -18%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$32.4M 840,843 -200,069 -19%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$28.1M 729,142 +42,196 +6%
Truist Financial
21
Truist Financial
North Carolina
$22.5M 585,285 -17,267 -3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$21.9M 570,275 -9,236 -2%
PAG
23
Private Advisor Group
New Jersey
$20.8M 540,210 +21,196 +4%
BFG
24
Beacon Financial Group
Texas
$20.4M 529,942 -1,815 -0.3%
SI
25
Stephens Inc
Arkansas
$20.3M 528,147 -22,738 -4%