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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 %
PA
301
PFG Advisors
Arizona
$325K +$5.91K +136 +2%
Thrivent Financial for Lutherans
302
Thrivent Financial for Lutherans
Minnesota
$324K
PWP
303
Principle Wealth Partners
Connecticut
$315K
CFP
304
Catalyst Financial Partners
Massachusetts
$311K
RFC
305
Regions Financial Corp
Alabama
$309K -$11K -254 -3%
AWM
306
Avior Wealth Management
Nebraska
$306K -$19.9K -457 -6%
PWM
307
Puff Wealth Management
New Jersey
$305K +$608 +14 +0.2%
ET
308
Equitable Trust
Tennessee
$304K
Koshinski Asset Management
309
Koshinski Asset Management
Illinois
$304K +$4.43K +102 +1%
CWP
310
Cyndeo Wealth Partners
Florida
$303K +$2.43K +56 +0.8%
SWP
311
Semus Wealth Partners
Florida
$302K +$51.7K +1,191 +21%
CHAM
312
Clear Harbor Asset Management
Connecticut
$302K -$20.2K -464 -6%
WW
313
Waterfront Wealth
Kansas
$301K -$16.1K -370 -5%
SFC
314
Swisher Financial Concepts
Ohio
$301K +$301K +6,933 New
SC
315
Sykon Capital
New York
$301K +$301K +6,922 New
BPA
316
Beacon Pointe Advisors
California
$298K +$31.4K +723 +12%
CWA
317
Crux Wealth Advisors
California
$294K +$294K +6,772 New
BFA
318
Beacon Financial Advisory
Ohio
$292K +$292K +6,726 New
FMC
319
First Merchants Corp
Indiana
$292K -$7.6K -175 -3%
FAN
320
Financial Advisors Network
California
$290K -$23.6K -543 -8%
ES
321
Eagle Strategies
New York
$288K +$5.3K +122 +2%
IFWM
322
Institute for Wealth Management
Colorado
$283K
BJL
323
Brighton Jones LLC
Washington
$274K +$1.65K +38 +0.6%
LMKC
324
L.M. Kohn & Company
Ohio
$273K
HWA
325
Heartwood Wealth Advisors
Virginia
$271K