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First Trust Morningstar Dividend Leaders Index Fund

428 hedge funds and large institutions have $3.21B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 161 increasing their positions, 131 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+26
Holders Change %
+6.47%
% of All Funds
5.81%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
61
Increased
161
Reduced
131
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
276
Calton & Associates
Florida
$440K -$33.3K -767 -7%
FH
277
FWG Holdings
Florida
$436K +$41 +1 +0%
Goldman Sachs
278
Goldman Sachs
New York
$434K
TNBTD
279
Trustmark National Bank Trust Department
Mississippi
$434K +$434K +10,000 New
PPWM
280
Paragon Private Wealth Management
Kentucky
$431K -$126K -2,903 -23%
TSWM
281
Tyler-Stone Wealth Management
Ohio
$424K
MWM
282
Mattern Wealth Management
Kansas
$398K -$44.2K -1,018 -10%
MCC
283
Money Concepts Capital
Florida
$397K +$16.7K +385 +4%
AA
284
Ancora Advisors
Ohio
$392K
CG
285
Caprock Group
Idaho
$382K
FWM
286
FLP Wealth Management
Arkansas
$381K +$381K +8,775 New
CG
287
Clarus Group
Texas
$376K -$1.52K -35 -0.4%
OFS
288
Oldfather Financial Services
Nebraska
$375K
UBG
289
United Bank (Georgia)
Georgia
$371K -$9.51K -219 -3%
GWSG
290
GPS Wealth Strategies Group
Colorado
$363K +$19.3K +444 +6%
RA
291
RFG Advisory
Alabama
$357K -$21.2K -489 -6%
WAM
292
WealthTrust Asset Management
Florida
$356K -$56.3K -1,295 -14%
HA
293
Huntleigh Advisors
Missouri
$347K -$6.26K -144 -2%
HP
294
Holistic Planning
Texas
$346K
SDH
295
Sloy Dahl & Holst
Washington
$344K +$9.99K +230 +3%
RFN
296
RDA Financial Network
Iowa
$343K +$5.86K +135 +2%
CA
297
Claro Advisors
Massachusetts
$333K +$782 +18 +0.2%
NP
298
NorthRock Partners
Minnesota
$328K
WAS
299
WESPAC Advisors SoCal
California
$328K
IF
300
Integrity Financial
Wyoming
$328K