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First Trust Morningstar Dividend Leaders Index Fund

460 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 63 funds opening new positions, 177 increasing their positions, 147 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
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
QC
226
Quadrature Capital
United Kingdom
$779K
Betterment LLC
227
Betterment LLC
New York
$771K
Corient Private Wealth
228
Corient Private Wealth
Florida
$759K
TI
229
tru Independence
Oregon
$758K
BB
230
Bell Bank
North Dakota
$756K
TNBTD
231
Trustmark National Bank Trust Department
Mississippi
$754K
CWM
232
Connecticut Wealth Management
Connecticut
$754K
KFGK
233
Keystone Financial Group (Kentucky)
Kentucky
$750K
HH
234
Hilltop Holdings
Texas
$746K
Bank of New York Mellon
235
Bank of New York Mellon
New York
$737K
WWA
236
WCG Wealth Advisors
Nevada
$733K
CA
237
CoreCap Advisors
Michigan
$727K
MCC
238
Money Concepts Capital
Florida
$726K
FIA
239
Foundations Investment Advisors
Arizona
$725K
QFW
240
QTR Family Wealth
Florida
$710K
FB
241
Finward Bancorp
Indiana
$694K
PIA
242
Perennial Investment Advisors
California
$679K
CW
243
CreativeOne Wealth
Kansas
$667K
KF
244
Krilogy Financial
Missouri
$659K
GRP
245
Global Retirement Partners
California
$646K
LFAS
246
Level Four Advisory Services
Texas
$622K
MQWP
247
Morey & Quinn Wealth Partners
Nebraska
$620K
AWM
248
Accel Wealth Management
Iowa
$618K
WA
249
Waverly Advisors
Alabama
$605K
1W
250
1776 Wealth
Georgia
$602K