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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
SS
276
Sunbelt Securities
Texas
$501K
NA
277
NWM Advisors
California
$478K
Bank Julius Baer & Co
278
Bank Julius Baer & Co
Switzerland
$477K
NAS
279
NWF Advisory Services
California
$477K
MYIA
280
Mount Yale Investment Advisors
Colorado
$470K
MSFS
281
Main Street Financial Solutions
Pennsylvania
$464K
MWA
282
Merkkuri Wealth Advisors
New York
$458K
BCM
283
Brookstone Capital Management
Illinois
$453K
UB
284
UMB Bank
Missouri
$453K
CAM
285
Cresset Asset Management
Illinois
$445K
IA
286
Integrity Alliance
Iowa
$443K
IWM
287
Iams Wealth Management
Nebraska
$442K
OWA
288
OakTrust Wealth Advisors
Connecticut
$435K
RC
289
Resolute Capital
South Carolina
$435K
OIA
290
OneDigital Investment Advisors
Kansas
$433K
TWM
291
Topsail Wealth Management
North Carolina
$432K
CF
292
Claris Financial
Virginia
$430K
LSIA
293
LaSalle St. Investment Advisors
Illinois
$428K
MIM
294
MTM Investment Management
South Carolina
$426K
KAS
295
KPP Advisory Services
Kentucky
$419K
SIS
296
Sound Income Strategies
Florida
$413K
AWM
297
Avior Wealth Management
Nebraska
$411K
AA
298
Ancora Advisors
Ohio
$411K
Cerity Partners
299
Cerity Partners
New York
$411K
PAS
300
Park Avenue Securities
New York
$409K