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First Trust Morningstar Dividend Leaders Index Fund
501 hedge funds and large institutions have $4.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 202 increasing their positions, 148 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
147% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 30
64% more funds holding in top 10
Funds holding in top 10: 14 → 23 (+9)
36% more repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 148
21% more capital invested
Capital invested by funds: $3.72B → $4.52B (+$798M)
8% more funds holding
Funds holding: 466 → 501 (+35)
1.22% more ownership
Funds ownership: 60.81% → 62.03% (+1.2%)
Holders
501
Holders Change
+35
Holders Change %
+7.51%
% of All Funds
6.17%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.28%
New
74
Increased
202
Reduced
148
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$90.2M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$41.5M |
| 3 |
JP Morgan Chase
New York
|
+$28.3M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$16.4M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$15.9M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$36.6M |
| 2 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
-$35.5M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$25M |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$15.5M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$9.03M |
