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First Trust Morningstar Dividend Leaders Index Fund
443 hedge funds and large institutions have $3.25B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 199 increasing their positions, 123 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0.12% less ownership
Funds ownership: 60.12% → 60.01% (-0.12%)
15% less funds holding in top 10
Funds holding in top 10: 20 → 17 (-3)
Holders
443
Holding in Top 10
17
Calls
–
Puts
–
Top Buyers
| 1 | +$45.8M | |
| 2 | +$28.8M | |
| 3 | +$24.4M | |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$17M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.1M |
Top Sellers
| 1 | -$46.7M | |
| 2 | -$30.6M | |
| 3 | -$27.9M | |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$18.5M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$10.7M |