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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 %
BB
301
Bell Bank
North Dakota
$332K 7,922 -6,926 -47%
HP
302
Holistic Planning
Texas
$328K 7,826 -141 -2%
UBG
303
United Bank (Georgia)
Georgia
$325K 7,774 -765 -9%
CA
304
Claro Advisors
Massachusetts
$324K 7,729 +58 +0.8%
RFN
305
RDA Financial Network
Iowa
$324K 7,726 -178 -2%
D.E. Shaw & Co
306
D.E. Shaw & Co
New York
$322K 7,696 +7,696 New
NP
307
NorthRock Partners
Minnesota
$316K 7,554
WAS
308
WESPAC Advisors SoCal
California
$316K 7,550
IF
309
Integrity Financial
Wyoming
$316K 7,540
Koshinski Asset Management
310
Koshinski Asset Management
Illinois
$312K 7,452 +461 +7%
Thrivent Financial for Lutherans
311
Thrivent Financial for Lutherans
Minnesota
$312K 7,455
GPW
312
Gentry Private Wealth
Kansas
$310K 7,399 +7,399 New
SWP
313
Semus Wealth Partners
Florida
$307K 7,325 +366 +5%
PWP
314
Principle Wealth Partners
Connecticut
$304K 7,260
William Blair & Company
315
William Blair & Company
Illinois
$304K 7,254 +1,617 +29%
HA
316
Huntleigh Advisors
Missouri
$298K 7,129 -855 -11%
PWM
317
Puff Wealth Management
New Jersey
$295K 7,054 +29 +0.4%
ET
318
Equitable Trust
Tennessee
$293K 7,005
BPA
319
Beacon Pointe Advisors
California
$289K 6,907 +48 +0.7%
ES
320
Eagle Strategies
New York
$288K 6,873 +245 +4%
CWA
321
Crux Wealth Advisors
California
$287K 6,846 +74 +1%
PFA
322
Pinnacle Family Advisors
Missouri
$286K 6,829 -14,287 -68%
SFC
323
Swisher Financial Concepts
Ohio
$283K 6,763 -170 -2%
WW
324
Waterfront Wealth
Kansas
$280K 6,695 -240 -3%
FAN
325
Financial Advisors Network
California
$280K 6,683