FDL icon

First Trust Morningstar Dividend Leaders Index Fund

436 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 47 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+8
Holders Change %
+1.87%
% of All Funds
5.85%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.23%
New
47
Increased
195
Reduced
122
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
251
Cresset Asset Management
Illinois
$527K +$12.4K +296 +2%
WFA
252
WMG Financial Advisors
Tennessee
$526K
MWM
253
Maridea Wealth Management
New York
$524K +$524K +12,510 New
CF
254
Centaurus Financial
California
$522K -$11.9K -285 -2%
RFG
255
REAP Financial Group
Texas
$517K -$23.2K -555 -4%
IWM
256
Iams Wealth Management
Nebraska
$517K -$7.79K -186 -1%
IIM
257
Illumine Investment Management
Washington
$511K +$19.7K +470 +4%
MFIM
258
Mesirow Financial Investment Management
Illinois
$506K
SF
259
Synovus Financial
Georgia
$500K +$13.7K +328 +3%
WA
260
Waverly Advisors
Alabama
$499K -$37.6K -899 -7%
TPWA
261
Twin Peaks Wealth Advisors
California
$488K -$2.71K -63 -0.6%
WCG
262
Weaver Consulting Group
California
$485K
MWA
263
Merkkuri Wealth Advisors
New York
$479K -$28.6K -684 -6%
TL
264
Tradewinds LLC
North Carolina
$479K +$479K +11,432 New
PIAS
265
PCA Investment Advisory Services
Ohio
$468K +$1.13K +27 +0.2%
RIA
266
Regal Investment Advisors
Michigan
$468K
NAS
267
NWF Advisory Services
California
$468K +$468K +11,169 New
MSFS
268
Main Street Financial Solutions
Pennsylvania
$457K -$39.3K -939 -8%
JIP
269
Jaffetilchin Investment Partners
Florida
$455K +$455K +10,879 New
Corient Private Wealth
270
Corient Private Wealth
Florida
$455K -$18.6K -445 -4%
FH
271
FWG Holdings
Florida
$447K +$126 +3 +0%
LFAS
272
Level Four Advisory Services
Texas
$446K -$56K -1,337 -11%
FPAS
273
Focus Partners Advisor Solutions
Missouri
$446K
Kovitz Investment Group Partners
274
Kovitz Investment Group Partners
Illinois
$445K -$141K -3,372 -24%
MIM
275
MTM Investment Management
South Carolina
$440K