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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
FH
276
FWG Holdings
Florida
$508K
FPAS
277
Focus Partners Advisor Solutions
Missouri
$502K
SS
278
Sunbelt Securities
Texas
$501K
NA
279
NWM Advisors
California
$478K
Bank Julius Baer & Co
280
Bank Julius Baer & Co
Switzerland
$477K
NAS
281
NWF Advisory Services
California
$477K
MYIA
282
Mount Yale Investment Advisors
Colorado
$470K
MSFS
283
Main Street Financial Solutions
Pennsylvania
$464K
MWA
284
Merkkuri Wealth Advisors
New York
$458K
BCM
285
Brookstone Capital Management
Illinois
$453K
UB
286
UMB Bank
Missouri
$453K
CAM
287
Cresset Asset Management
Illinois
$445K
IA
288
Integrity Alliance
Iowa
$443K
IWM
289
Iams Wealth Management
Nebraska
$442K
OWA
290
OakTrust Wealth Advisors
Connecticut
$435K
RC
291
Resolute Capital
South Carolina
$435K
OIA
292
OneDigital Investment Advisors
Kansas
$433K
TWM
293
Topsail Wealth Management
North Carolina
$432K
CF
294
Claris Financial
Virginia
$430K
LSIA
295
LaSalle St. Investment Advisors
Illinois
$428K
MIM
296
MTM Investment Management
South Carolina
$426K
KAS
297
KPP Advisory Services
Kentucky
$419K
SIS
298
Sound Income Strategies
Florida
$413K
AWM
299
Avior Wealth Management
Nebraska
$411K
AA
300
Ancora Advisors
Ohio
$411K