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First Trust Morningstar Dividend Leaders Index Fund

460 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 63 funds opening new positions, 177 increasing their positions, 147 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
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
FH
301
Financial Harvest
Florida
$402K
MIA
302
MMBG Investment Advisors
Florida
$399K
CG
303
Caprock Group
Idaho
$390K
QCM
304
Quantinno Capital Management
New York
$382K
MWP
305
Madison Wealth Partners
Wisconsin
$378K
PA
306
Promethium Advisors
Maryland
$372K
XF
307
XML Financial
Maryland
$371K
PPWM
308
Paragon Private Wealth Management
Kentucky
$367K
AssetMark Inc
309
AssetMark Inc
California
$363K
PWA
310
Provenance Wealth Advisors
Florida
$358K
SDH
311
Sloy Dahl & Holst
Washington
$356K
KFAS
312
Keating Financial Advisory Services
Kansas
$347K
CA
313
Claro Advisors
Massachusetts
$341K
UBG
314
United Bank (Georgia)
Georgia
$336K
WAS
315
WESPAC Advisors SoCal
California
$335K
SWP
316
Semus Wealth Partners
Florida
$335K
IF
317
Integrity Financial
Wyoming
$334K
PWP
318
Principle Wealth Partners
Connecticut
$322K
HP
319
Holistic Planning
Texas
$321K
CWA
320
Crusonia Wealth Advisors
Colorado
$321K
Koshinski Asset Management
321
Koshinski Asset Management
Illinois
$320K
BWM
322
BCS Wealth Management
Tennessee
$315K
ET
323
Equitable Trust
Tennessee
$311K
MA
324
Mutual Advisors
Nebraska
$310K
MWM
325
Mattern Wealth Management
Kansas
$309K