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First Trust Morningstar Dividend Leaders Index Fund

460 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 63 funds opening new positions, 177 increasing their positions, 147 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
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
FHC
251
First Heartland Consultants
Missouri
$601K
JHC
252
J. Hagan Capital
Kentucky
$592K
AWM
253
Apollon Wealth Management
South Carolina
$591K
HFA
254
Hershey Financial Advisers
Pennsylvania
$587K
RL
255
Retireful LLC
Michigan
$587K
Vontobel Holding
256
Vontobel Holding
Switzerland
$584K
WCG
257
Weaver Consulting Group
California
$576K
IIM
258
Illumine Investment Management
Washington
$571K
ACA
259
Aspire Capital Advisors
Washington
$561K
SFS
260
Sowell Financial Services
Arkansas
$559K
CF
261
Centaurus Financial
California
$558K
Focus Partners Wealth
262
Focus Partners Wealth
Massachusetts
$550K
PIAS
263
PCA Investment Advisory Services
Ohio
$546K
SG
264
StoneX Group
New York
$544K
TIAA Trust, National Association
265
TIAA Trust, National Association
North Carolina
$531K
HF
266
HRT Financial
New York
$528K
AAS
267
Ameritas Advisory Services
Nebraska
$523K
RIA
268
Regal Investment Advisors
Michigan
$519K
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$516K
TPWA
270
Twin Peaks Wealth Advisors
California
$513K
MFIM
271
Mesirow Financial Investment Management
Illinois
$513K
GSIAS
272
Garden State Investment Advisory Services
New Jersey
$510K
PA
273
PFG Advisors
Arizona
$509K
FH
274
FWG Holdings
Florida
$508K
FPAS
275
Focus Partners Advisor Solutions
Missouri
$502K