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First Trust Morningstar Dividend Leaders Index Fund

434 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 45 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 33 closing their positions.

Holders
434
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
5.83%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.23%
New
45
Increased
195
Reduced
122
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CHAM
326
Clear Harbor Asset Management
Connecticut
$277K 6,625 -330 -5%
WAM
327
WealthTrust Asset Management
Florida
$274K 6,540 -1,662 -20%
RFC
328
Regions Financial Corp
Alabama
$273K 6,527 -581 -8%
IFWM
329
Institute for Wealth Management
Colorado
$272K 6,507
FIM
330
Freedom Investment Management
Connecticut
$271K 6,481 +624 +11%
MA
331
Mutual Advisors
Nebraska
$269K 6,188 +43 +0.7%
TSMHT
332
Thurston Springer Miller Herd & Titak
Indiana
$268K 6,399 +1,389 +28%
ACA
333
Aptus Capital Advisors
Alabama
$267K 6,382 +529 +9%
BJL
334
Brighton Jones LLC
Washington
$266K 6,349 +51 +0.8%
LMKC
335
L.M. Kohn & Company
Ohio
$263K 6,275
VNA
336
Valley National Advisers
Pennsylvania
$262K 6,276 +935 +18%
HWA
337
Heartwood Wealth Advisors
Virginia
$262K 6,246
WAP
338
Wealthcare Advisory Partners
Pennsylvania
$260K 6,208 +6,208 New
TCPW
339
Twin City Private Wealth
North Carolina
$257K 6,136 +37 +0.6%
HP
340
Hilltop Partners
Indiana
$255K 6,101 +6,101 New
BFPW
341
BOK Financial Private Wealth
Colorado
$254K 6,055
WANY
342
Wealthspire Advisors (New York)
New York
$251K 6,000
AG
343
AmeriFlex Group
Nevada
$250K 5,994 -8,809 -60%
CWP
344
Cyndeo Wealth Partners
Florida
$247K 5,904 -1,078 -15%
EWA
345
EverSource Wealth Advisors
Alabama
$243K 5,802 +5,802 New
SIM
346
Sterling Investment Management
Arizona
$243K 5,800
SFC
347
Strategic Financial Concepts
Texas
$241K 5,766 -5,501 -49%
CAP
348
Columbia Advisory Partners
Washington
$239K 5,703 +5,703 New
BTWM
349
Brass Tax Wealth Management
Ohio
$237K 5,667 +5,667 New
VWM
350
Venturi Wealth Management
Texas
$235K 5,605