FDL icon

First Trust Morningstar Dividend Leaders Index Fund

466 hedge funds and large institutions have $3.72B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 178 increasing their positions, 148 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Crumly & Associates
Illinois
$791K
BW
227
Basepoint Wealth
Iowa
$788K
QC
228
Quadrature Capital
United Kingdom
$779K
Betterment LLC
229
Betterment LLC
New York
$771K
Corient Private Wealth
230
Corient Private Wealth
Florida
$759K
TI
231
tru Independence
Oregon
$758K
BB
232
Bell Bank
North Dakota
$756K
TNBTD
233
Trustmark National Bank Trust Department
Mississippi
$754K
CWM
234
Connecticut Wealth Management
Connecticut
$754K
KFGK
235
Keystone Financial Group (Kentucky)
Kentucky
$750K
HH
236
Hilltop Holdings
Texas
$746K
Bank of New York Mellon
237
Bank of New York Mellon
New York
$737K
WWA
238
WCG Wealth Advisors
Nevada
$733K
CA
239
CoreCap Advisors
Michigan
$727K
MCC
240
Money Concepts Capital
Florida
$726K
FIA
241
Foundations Investment Advisors
Arizona
$725K
QFW
242
QTR Family Wealth
Florida
$710K
FB
243
Finward Bancorp
Indiana
$694K
PIA
244
Perennial Investment Advisors
California
$679K
CW
245
CreativeOne Wealth
Kansas
$667K
KF
246
Krilogy Financial
Missouri
$659K
GRP
247
Global Retirement Partners
California
$646K
LFAS
248
Level Four Advisory Services
Texas
$622K
MQWP
249
Morey & Quinn Wealth Partners
Nebraska
$620K
AWM
250
Accel Wealth Management
Iowa
$618K