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First Trust Morningstar Dividend Leaders Index Fund

436 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 47 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+8
Holders Change %
+1.87%
% of All Funds
5.85%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.23%
New
47
Increased
195
Reduced
122
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SDH
301
Sloy Dahl & Holst
Washington
$336K +$5.02K +120 +2%
BB
302
Bell Bank
North Dakota
$332K -$290K -6,926 -47%
HP
303
Holistic Planning
Texas
$328K -$5.9K -141 -2%
UBG
304
United Bank (Georgia)
Georgia
$325K -$32K -765 -9%
CA
305
Claro Advisors
Massachusetts
$324K +$2.43K +58 +0.8%
RFN
306
RDA Financial Network
Iowa
$324K -$7.45K -178 -2%
D.E. Shaw & Co
307
D.E. Shaw & Co
New York
$322K +$322K +7,696 New
NP
308
NorthRock Partners
Minnesota
$316K
WAS
309
WESPAC Advisors SoCal
California
$316K
IF
310
Integrity Financial
Wyoming
$316K
Koshinski Asset Management
311
Koshinski Asset Management
Illinois
$312K +$19.3K +461 +7%
Thrivent Financial for Lutherans
312
Thrivent Financial for Lutherans
Minnesota
$312K
GPW
313
Gentry Private Wealth
Kansas
$310K +$310K +7,399 New
SWP
314
Semus Wealth Partners
Florida
$307K +$15.3K +366 +5%
PWP
315
Principle Wealth Partners
Connecticut
$304K
William Blair & Company
316
William Blair & Company
Illinois
$304K +$67.7K +1,617 +29%
HA
317
Huntleigh Advisors
Missouri
$298K -$35.8K -855 -11%
PWM
318
Puff Wealth Management
New Jersey
$295K +$1.21K +29 +0.4%
ET
319
Equitable Trust
Tennessee
$293K
BPA
320
Beacon Pointe Advisors
California
$289K +$2.01K +48 +0.7%
ES
321
Eagle Strategies
New York
$288K +$10.3K +245 +4%
CWA
322
Crux Wealth Advisors
California
$287K +$3.1K +74 +1%
PFA
323
Pinnacle Family Advisors
Missouri
$286K -$598K -14,287 -68%
SFC
324
Swisher Financial Concepts
Ohio
$283K -$7.12K -170 -2%
WW
325
Waterfront Wealth
Kansas
$280K -$10K -240 -3%