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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 %
CAM
251
Cresset Asset Management
Illinois
$527K 12,593 +296 +2%
WFA
252
WMG Financial Advisors
Tennessee
$526K 12,563
MWM
253
Maridea Wealth Management
New York
$524K 12,510 +12,510 New
CF
254
Centaurus Financial
California
$522K 12,460 -285 -2%
RFG
255
REAP Financial Group
Texas
$517K 12,358 -555 -4%
IWM
256
Iams Wealth Management
Nebraska
$517K 12,337 -186 -1%
IIM
257
Illumine Investment Management
Washington
$511K 12,211 +470 +4%
MFIM
258
Mesirow Financial Investment Management
Illinois
$506K 12,091
SF
259
Synovus Financial
Georgia
$500K 11,938 +328 +3%
WA
260
Waverly Advisors
Alabama
$499K 11,908 -899 -7%
TPWA
261
Twin Peaks Wealth Advisors
California
$488K 11,358 -63 -0.6%
WCG
262
Weaver Consulting Group
California
$485K 11,580
MWA
263
Merkkuri Wealth Advisors
New York
$479K 11,432 -684 -6%
TL
264
Tradewinds LLC
North Carolina
$479K 11,432 +11,432 New
PIAS
265
PCA Investment Advisory Services
Ohio
$468K 11,186 +27 +0.2%
RIA
266
Regal Investment Advisors
Michigan
$468K 11,173
MSFS
267
Main Street Financial Solutions
Pennsylvania
$457K 10,919 -939 -8%
JIP
268
Jaffetilchin Investment Partners
Florida
$455K 10,879 +10,879 New
Corient Private Wealth
269
Corient Private Wealth
Florida
$455K 10,879 -445 -4%
FH
270
FWG Holdings
Florida
$447K 10,603 +3 +0%
LFAS
271
Level Four Advisory Services
Texas
$446K 10,655 -1,337 -11%
FPAS
272
Focus Partners Advisor Solutions
Missouri
$446K 10,643
Kovitz Investment Group Partners
273
Kovitz Investment Group Partners
Illinois
$445K 10,618 -3,372 -24%
MIM
274
MTM Investment Management
South Carolina
$440K 10,497
XF
275
XML Financial
Maryland
$434K 10,362 -20 -0.2%