First Trust Morningstar Dividend Leaders Index Fund
453 hedge funds and large institutions have $3.67B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 145 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
1.37% less ownership
Funds ownership: 61.35% → 59.98% (-1.4%)
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
Holders
453
Holding in Top 10
12
Calls
–
Puts
–
Top Buyers
| 1 | +$85.8M | |
| 2 | +$33.9M | |
| 3 | +$29.9M | |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$9.27M |
| 5 |
LPL Financial
San Diego,
California
|
+$8.82M |
Top Sellers
| 1 | -$130M | |
| 2 | -$13.6M | |
| 3 | -$7.92M | |
| 4 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$6.97M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$5.86M |
