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First Trust Morningstar Dividend Leaders Index Fund

428 hedge funds and large institutions have $3.21B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 161 increasing their positions, 131 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+26
Holders Change %
+6.47%
% of All Funds
5.81%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
61
Increased
161
Reduced
131
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QFW
226
QTR Family Wealth
Florida
$649K +$649K +14,947 New
BB
227
Bell Bank
North Dakota
$645K +$36.2K +833 +6%
AG
228
AmeriFlex Group
Nevada
$643K -$14.8K -340 -2%
AWM
229
Accel Wealth Management
Iowa
$633K -$166K -3,810 -21%
ARC
230
Advisor Resource Council
Texas
$629K +$629K +14,478 New
BNP Paribas Financial Markets
231
BNP Paribas Financial Markets
France
$628K -$1.54M -35,566 -71%
AC
232
AIFG Consultants
New York
$623K -$61.1K -1,407 -9%
MQWP
233
Morey & Quinn Wealth Partners
Nebraska
$619K +$38.5K +887 +7%
KFGK
234
Keystone Financial Group (Kentucky)
Kentucky
$616K -$47.6K -1,096 -7%
IA
235
IFG Advisory
Georgia
$615K +$1.04K +24 +0.2%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$615K -$145K -3,338 -19%
Kovitz Investment Group Partners
237
Kovitz Investment Group Partners
Illinois
$608K -$10.4K -240 -2%
1W
238
1776 Wealth
Georgia
$595K
TPBG
239
Turning Point Benefit Group
Maryland
$584K +$249K +6,390 +74%
Vontobel Holding
240
Vontobel Holding
Switzerland
$584K +$584K +13,441 New
BOSSRA
241
B.O.S.S. Retirement Advisors
Utah
$576K +$576K +13,257 New
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$573K +$175K +4,037 +44%
AWM
243
Apollon Wealth Management
South Carolina
$568K -$116K -2,676 -17%
RFG
244
REAP Financial Group
Texas
$561K -$13.9K -319 -2%
WA
245
Waverly Advisors
Alabama
$556K -$56.5K -1,301 -9%
CF
246
Centaurus Financial
California
$554K -$40.2K -925 -7%
MIM
247
Moseley Investment Management
Florida
$551K +$30.3K +698 +6%
LSA
248
Lion Street Advisors
Texas
$550K -$414K -9,536 -43%
WFA
249
WMG Financial Advisors
Tennessee
$546K
IWM
250
Iams Wealth Management
Nebraska
$544K -$15.8K -364 -3%