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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 %
HH
251
Hilltop Holdings
Texas
$541K -$23.9K -551 -4%
SG
252
StoneX Group
New York
$535K -$209K -4,806 -28%
CAM
253
Cresset Asset Management
Illinois
$534K -$178K -4,098 -25%
MWA
254
Merkkuri Wealth Advisors
New York
$526K
MFIM
255
Mesirow Financial Investment Management
Illinois
$525K
LFAS
256
Level Four Advisory Services
Texas
$521K -$257K -5,907 -33%
OSAM
257
O'Shaughnessy Asset Management
Connecticut
$519K +$519K +11,950 New
MSFS
258
Main Street Financial Solutions
Pennsylvania
$515K +$34.2K +788 +7%
IIM
259
Illumine Investment Management
Washington
$510K -$114K -2,626 -18%
SF
260
Synovus Financial
Georgia
$504K +$20.5K +471 +4%
WCG
261
Weaver Consulting Group
California
$503K
SS
262
Sunbelt Securities
Texas
$498K +$46.3K +1,066 +10%
Corient Private Wealth
263
Corient Private Wealth
Florida
$492K -$13.9K -319 -3%
SFC
264
Strategic Financial Concepts
Texas
$489K +$4.17K +96 +0.9%
RIA
265
Regal Investment Advisors
Michigan
$485K
PIAS
266
PCA Investment Advisory Services
Ohio
$485K -$13.5K -311 -3%
FPAS
267
Focus Partners Advisor Solutions
Missouri
$462K +$462K +10,643 New
TPWA
268
Twin Peaks Wealth Advisors
California
$457K +$98.2K +2,454 +27%
SF
269
SageOak Financial
Oklahoma
$456K -$561K -12,921 -55%
MIM
270
MTM Investment Management
South Carolina
$453K
CA
271
Continuum Advisory
Idaho
$453K -$28.4K -654 -6%
XF
272
XML Financial
Maryland
$451K -$30.2K -695 -6%
LSIA
273
LaSalle St. Investment Advisors
Illinois
$450K +$5.03K +116 +1%
MGWA
274
Monument Group Wealth Advisors
Massachusetts
$450K
TWM
275
Topsail Wealth Management
North Carolina
$446K