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First Trust Morningstar Dividend Leaders Index Fund

434 hedge funds and large institutions have $3.21B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 33 closing their positions.

Holders
434
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
5.83%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.23%
New
45
Increased
195
Reduced
122
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$496M 11,850,795 +1,110,133 +10%
Morgan Stanley
2
Morgan Stanley
New York
$328M 7,839,026 +363,350 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$177M 4,226,227 +411,724 +11%
Ameriprise
4
Ameriprise
Minnesota
$164M 3,911,177 +590,206 +18%
Wells Fargo
5
Wells Fargo
California
$128M 3,066,287 +261,819 +9%
Bank of America
6
Bank of America
North Carolina
$105M 2,515,726 +146,164 +6%
UBS Group
7
UBS Group
Switzerland
$99.5M 2,376,048 +29,825 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$96.9M 2,314,412 +323,987 +16%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$86.9M 2,075,810 +213,565 +11%
Stifel Financial
10
Stifel Financial
Missouri
$86.1M 2,057,022 +247,285 +14%
RW
11
Rockport Wealth
Ohio
$80.8M 1,930,788 -43,307 -2%
CAG
12
Csenge Advisory Group
Florida
$74.6M 1,783,853 +9,991 +0.6%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$72.6M 1,733,258 +187,827 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$52.9M 1,263,811 +194,482 +18%
PAG
15
Private Advisor Group
New Jersey
$51.4M 1,228,650 +697,653 +131%
Osaic Holdings
16
Osaic Holdings
Arizona
$42.8M 1,059,222 -44,159 -4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$42.6M 1,018,254 -6,756 -0.7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$39.2M 936,939 +27,170 +3%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$31.9M 761,386 -85,829 -10%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$29.7M 710,656 +197,105 +38%
Truist Financial
21
Truist Financial
North Carolina
$27.3M 651,832 +51,237 +9%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$26.8M 638,934 +19,984 +3%
SI
23
Stephens Inc
Arkansas
$21.8M 520,211 +1,966 +0.4%
SEP
24
Southland Equity Partners
Missouri
$21.4M 511,444 +8,710 +2%
BFG
25
Beacon Financial Group
Texas
$21M 501,128 -14,055 -3%