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First Trust Morningstar Dividend Leaders Index Fund

436 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 47 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+8
Holders Change %
+1.87%
% of All Funds
5.85%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.23%
New
47
Increased
195
Reduced
122
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
226
Armis Advisers
Georgia
$759K -$293K -7,001 -28%
GRP
227
Global Retirement Partners
California
$743K +$743K +17,757 New
Renaissance Technologies
228
Renaissance Technologies
New York
$741K -$4.07M -97,200 -85%
PIA
229
Perennial Investment Advisors
California
$735K -$7.12K -170 -1%
TI
230
tru Independence
Oregon
$721K -$75.5K -1,803 -9%
CWM
231
Connecticut Wealth Management
Connecticut
$712K
TNBTD
232
Trustmark National Bank Trust Department
Mississippi
$712K +$293K +7,000 +70%
HH
233
Hilltop Holdings
Texas
$680K +$159K +3,788 +30%
BAM
234
Belpointe Asset Management
Nevada
$677K -$38.4K -916 -5%
FIA
235
Foundations Investment Advisors
Arizona
$663K +$31.7K +756 +5%
CW
236
CreativeOne Wealth
Kansas
$653K -$92.6K -2,212 -12%
LSA
237
Lion Street Advisors
Texas
$652K +$122K +2,915 +23%
TWP
238
Triad Wealth Partners
Kansas
$642K -$28.3K -676 -4%
FHC
239
First Heartland Consultants
Missouri
$639K -$10.8M -258,486 -94%
KA
240
Kovack Advisors
Florida
$637K -$6.24K -149 -1%
AWM
241
Accel Wealth Management
Iowa
$598K -$12.5K -299 -2%
QFW
242
QTR Family Wealth
Florida
$598K -$28.1K -670 -4%
KFGK
243
Keystone Financial Group (Kentucky)
Kentucky
$589K -$4.44K -106 -0.7%
1W
244
1776 Wealth
Georgia
$575K +$1.47K +35 +0.3%
MCC
245
Money Concepts Capital
Florida
$570K +$187K +4,466 +49%
MQWP
246
Morey & Quinn Wealth Partners
Nebraska
$560K -$37.1K -885 -6%
AWM
247
Apollon Wealth Management
South Carolina
$551K +$3.48K +83 +0.6%
LWM
248
Lighthouse Wealth Management
Ohio
$547K +$547K +13,057 New
MIM
249
Moseley Investment Management
Florida
$531K
YIH
250
Y-Intercept (HK)
Hong Kong
$530K +$326K +7,788 +160%