FDL icon

First Trust Morningstar Dividend Leaders Index Fund

434 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 45 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 33 closing their positions.

Holders
434
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
5.83%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.23%
New
45
Increased
195
Reduced
122
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
276
Mercer Global Advisors
Colorado
$434K 10,354 -2,827 -21%
SWP
277
Strategic Wealth Partners
Ohio
$433K 10,352 +10,352 New
MGWA
278
Monument Group Wealth Advisors
Massachusetts
$433K 10,350
Betterment LLC
279
Betterment LLC
New York
$428K 10,219 +4,499 +79%
MFG
280
Merit Financial Group
Georgia
$426K 10,164 +4,637 +84%
LSIA
281
LaSalle St. Investment Advisors
Illinois
$422K 10,095 -278 -3%
SS
282
Sunbelt Securities
Texas
$420K 10,441 -1,027 -9%
TSWM
283
Tyler-Stone Wealth Management
Ohio
$419K 9,995 +240 +2%
TWM
284
Topsail Wealth Management
North Carolina
$418K 9,985 -280 -3%
AC
285
AIFG Consultants
New York
$417K 9,971 -4,369 -30%
FFN
286
Focus Financial Network
Minnesota
$417K 9,969 -9,198 -48%
PPWM
287
Paragon Private Wealth Management
Kentucky
$416K 9,929
GSIAS
288
Garden State Investment Advisory Services
New Jersey
$412K 9,843 +9,843 New
AA
289
Ancora Advisors
Ohio
$388K 9,265 +250 +3%
AWM
290
Avior Wealth Management
Nebraska
$382K 9,135 +2,099 +30%
FH
291
Financial Harvest
Florida
$379K 9,063 +7,676 +553%
OFS
292
Oldfather Financial Services
Nebraska
$362K 8,636
CG
293
Clarus Group
Texas
$359K 8,579 -72 -0.8%
PA
294
Promethium Advisors
Maryland
$357K 8,525 +8,525 New
NCFG
295
New Century Financial Group
New Jersey
$356K 8,503 +8,503 New
GWSG
296
GPS Wealth Strategies Group
Colorado
$354K 8,456 +90 +1%
MWM
297
Mattern Wealth Management
Kansas
$354K 8,449 -710 -8%
AssetMark Inc
298
AssetMark Inc
California
$353K 8,424 +4,291 +104%
LJCM
299
Lee Johnson Capital Management
Texas
$343K 8,181 +8,181 New
SDH
300
Sloy Dahl & Holst
Washington
$336K 8,030 +120 +2%