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First Trust Morningstar Dividend Leaders Index Fund

466 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 66 funds opening new positions, 178 increasing their positions, 148 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
Cerity Partners
301
Cerity Partners
New York
$411K
PAS
302
Park Avenue Securities
New York
$409K
FH
303
Financial Harvest
Florida
$402K
MIA
304
MMBG Investment Advisors
Florida
$399K
CG
305
Caprock Group
Idaho
$390K
QCM
306
Quantinno Capital Management
New York
$382K
MWP
307
Madison Wealth Partners
Wisconsin
$378K
PA
308
Promethium Advisors
Maryland
$372K
XF
309
XML Financial
Maryland
$371K
PPWM
310
Paragon Private Wealth Management
Kentucky
$367K
AssetMark Inc
311
AssetMark Inc
California
$363K
PWA
312
Provenance Wealth Advisors
Florida
$358K
SDH
313
Sloy Dahl & Holst
Washington
$356K
CWGL
314
Cedrus Wealth Group LLC
Minnesota
$354K
KFAS
315
Keating Financial Advisory Services
Kansas
$347K
CA
316
Claro Advisors
Massachusetts
$341K
UBG
317
United Bank (Georgia)
Georgia
$336K
WAS
318
WESPAC Advisors SoCal
California
$335K
SWP
319
Semus Wealth Partners
Florida
$335K
IF
320
Integrity Financial
Wyoming
$334K
PWP
321
Principle Wealth Partners
Connecticut
$322K
HP
322
Holistic Planning
Texas
$321K
CWA
323
Crusonia Wealth Advisors
Colorado
$321K
Koshinski Asset Management
324
Koshinski Asset Management
Illinois
$320K
BWM
325
BCS Wealth Management
Tennessee
$315K