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First Trust Morningstar Dividend Leaders Index Fund

428 hedge funds and large institutions have $3.21B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 161 increasing their positions, 131 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+26
Holders Change %
+6.47%
% 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
161
Reduced
131
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OPA
326
Old Port Advisors
Maine
$269K -$12.8K -295 -5%
TCPW
327
Twin City Private Wealth
North Carolina
$265K +$5.56K +128 +2%
BFPW
328
BOK Financial Private Wealth
Colorado
$263K
WANY
329
Wealthspire Advisors (New York)
New York
$261K
FIM
330
Freedom Investment Management
Connecticut
$254K -$8.43K -194 -3%
SWA
331
Stratos Wealth Advisors
Ohio
$254K +$2.13K +49 +0.8%
ACA
332
Aptus Capital Advisors
Alabama
$254K -$377K -8,686 -60%
SIM
333
Sterling Investment Management
Arizona
$252K
MA
334
Mutual Advisors
Nebraska
$249K -$2.76K -68 -1%
Betterment LLC
335
Betterment LLC
New York
$248K +$248K +5,720 New
CCC
336
Compass Capital Corp
Massachusetts
$247K
William Blair & Company
337
William Blair & Company
Illinois
$245K
VWM
338
Venturi Wealth Management
Texas
$243K
CF
339
Claris Financial
Virginia
$240K
MFG
340
Merit Financial Group
Georgia
$240K +$240K +5,527 New
HGWM
341
Horst & Graben Wealth Management
Oregon
$240K +$1.78K +41 +0.7%
BDFN
342
Bond & Devick Financial Network
Minnesota
$239K
SWM
343
Spire Wealth Management
Virginia
$238K +$12.8K +294 +6%
SFS
344
Sowell Financial Services
Arkansas
$237K +$237K +5,453 New
FH
345
Financial Harvest
Florida
$236K -$1.31M -7,676 -85%
BWM
346
BCS Wealth Management
Tennessee
$234K -$4.95K -114 -2%
LFA
347
Laraway Financial Advisors
Minnesota
$232K +$232K +5,344 New
VNA
348
Valley National Advisers
Pennsylvania
$231K +$84.6K +1,955 +58%
HCP
349
Hexagon Capital Partners
Arkansas
$230K -$25.2K -579 -10%
WWP
350
Wise Wealth Partners
Arizona
$229K