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First Trust Morningstar Dividend Leaders Index Fund

466 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 66 funds opening new positions, 178 increasing their positions, 148 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
WA
251
Waverly Advisors
Alabama
$605K
1W
252
1776 Wealth
Georgia
$602K
FHC
253
First Heartland Consultants
Missouri
$601K
JHC
254
J. Hagan Capital
Kentucky
$592K
AWM
255
Apollon Wealth Management
South Carolina
$591K
HFA
256
Hershey Financial Advisers
Pennsylvania
$587K
RL
257
Retireful LLC
Michigan
$587K
Vontobel Holding
258
Vontobel Holding
Switzerland
$584K
WCG
259
Weaver Consulting Group
California
$576K
IIM
260
Illumine Investment Management
Washington
$571K
ACA
261
Aspire Capital Advisors
Washington
$561K
SFS
262
Sowell Financial Services
Arkansas
$559K
CF
263
Centaurus Financial
California
$558K
Focus Partners Wealth
264
Focus Partners Wealth
Massachusetts
$550K
PIAS
265
PCA Investment Advisory Services
Ohio
$546K
SG
266
StoneX Group
New York
$544K
TIAA Trust, National Association
267
TIAA Trust, National Association
North Carolina
$531K
HF
268
HRT Financial
New York
$528K
AAS
269
Ameritas Advisory Services
Nebraska
$523K
RIA
270
Regal Investment Advisors
Michigan
$519K
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$516K
TPWA
272
Twin Peaks Wealth Advisors
California
$513K
MFIM
273
Mesirow Financial Investment Management
Illinois
$513K
GSIAS
274
Garden State Investment Advisory Services
New Jersey
$510K
PA
275
PFG Advisors
Arizona
$509K