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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 %
AA
226
Armis Advisers
Georgia
$759K 18,125 -7,001 -28%
GRP
227
Global Retirement Partners
California
$743K 17,757 +17,757 New
Renaissance Technologies
228
Renaissance Technologies
New York
$741K 17,700 -97,200 -85%
PIA
229
Perennial Investment Advisors
California
$735K 17,557 -170 -1%
TI
230
tru Independence
Oregon
$721K 17,217 -1,803 -9%
CWM
231
Connecticut Wealth Management
Connecticut
$712K 17,000
TNBTD
232
Trustmark National Bank Trust Department
Mississippi
$712K 17,000 +7,000 +70%
HH
233
Hilltop Holdings
Texas
$680K 16,247 +3,788 +30%
BAM
234
Belpointe Asset Management
Nevada
$677K 16,165 -916 -5%
FIA
235
Foundations Investment Advisors
Arizona
$663K 15,839 +756 +5%
CW
236
CreativeOne Wealth
Kansas
$653K 15,598 -2,212 -12%
LSA
237
Lion Street Advisors
Texas
$652K 15,569 +2,915 +23%
TWP
238
Triad Wealth Partners
Kansas
$642K 15,331 -676 -4%
FHC
239
First Heartland Consultants
Missouri
$639K 15,264 -258,486 -94%
KA
240
Kovack Advisors
Florida
$637K 15,204 -149 -1%
AWM
241
Accel Wealth Management
Iowa
$598K 14,283 -299 -2%
QFW
242
QTR Family Wealth
Florida
$598K 14,277 -670 -4%
KFGK
243
Keystone Financial Group (Kentucky)
Kentucky
$589K 14,075 -106 -0.7%
1W
244
1776 Wealth
Georgia
$575K 13,730 +35 +0.3%
MCC
245
Money Concepts Capital
Florida
$570K 13,604 +4,466 +49%
MQWP
246
Morey & Quinn Wealth Partners
Nebraska
$560K 13,365 -885 -6%
AWM
247
Apollon Wealth Management
South Carolina
$551K 13,159 +83 +0.6%
LWM
248
Lighthouse Wealth Management
Ohio
$547K 13,057 +13,057 New
MIM
249
Moseley Investment Management
Florida
$531K 12,681
YIH
250
Y-Intercept (HK)
Hong Kong
$530K 12,666 +7,788 +160%