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First Trust Morningstar Dividend Leaders Index Fund
433 hedge funds and large institutions have $3.22B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 162 increasing their positions, 135 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
177% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 22
43% more funds holding in top 10
Funds holding in top 10: 14 → 20 (+6)
20% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 135
13% more capital invested
Capital invested by funds: $2.84B → $3.22B (+$371M)
7% more funds holding
Funds holding: 405 → 433 (+28)
2.35% more ownership
Funds ownership: 57.77% → 60.12% (+2.4%)
Holders
433
Holders Change
+28
Holders Change %
+6.91%
% of All Funds
5.81%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
61
Increased
162
Reduced
135
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$68.8M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$64.3M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$27.5M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$27.1M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$26.3M |
