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First Trust Morningstar Dividend Leaders Index Fund

436 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 47 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+8
Holders Change %
+1.87%
% of All Funds
5.85%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.23%
New
47
Increased
195
Reduced
122
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAN
326
Financial Advisors Network
California
$280K
CHAM
327
Clear Harbor Asset Management
Connecticut
$277K -$13.8K -330 -5%
WAM
328
WealthTrust Asset Management
Florida
$274K -$69.6K -1,662 -20%
RFC
329
Regions Financial Corp
Alabama
$273K -$24.3K -581 -8%
IFWM
330
Institute for Wealth Management
Colorado
$272K
FIM
331
Freedom Investment Management
Connecticut
$271K +$26.1K +624 +11%
MA
332
Mutual Advisors
Nebraska
$269K +$1.87K +43 +0.7%
TSMHT
333
Thurston Springer Miller Herd & Titak
Indiana
$268K +$58.2K +1,389 +28%
ACA
334
Aptus Capital Advisors
Alabama
$267K +$22.1K +529 +9%
BJL
335
Brighton Jones LLC
Washington
$266K +$2.14K +51 +0.8%
LMKC
336
L.M. Kohn & Company
Ohio
$263K
VNA
337
Valley National Advisers
Pennsylvania
$262K +$39K +935 +18%
HWA
338
Heartwood Wealth Advisors
Virginia
$262K
WAP
339
Wealthcare Advisory Partners
Pennsylvania
$260K +$260K +6,208 New
TCPW
340
Twin City Private Wealth
North Carolina
$257K +$1.55K +37 +0.6%
HP
341
Hilltop Partners
Indiana
$255K +$255K +6,101 New
BFPW
342
BOK Financial Private Wealth
Colorado
$254K
WANY
343
Wealthspire Advisors (New York)
New York
$251K
AG
344
AmeriFlex Group
Nevada
$250K -$368K -8,809 -60%
CWP
345
Cyndeo Wealth Partners
Florida
$247K -$45.1K -1,078 -15%
EWA
346
EverSource Wealth Advisors
Alabama
$243K +$243K +5,802 New
SIM
347
Sterling Investment Management
Arizona
$243K
SFC
348
Strategic Financial Concepts
Texas
$241K -$230K -5,501 -49%
CAP
349
Columbia Advisory Partners
Washington
$239K +$239K +5,703 New
BTWM
350
Brass Tax Wealth Management
Ohio
$237K +$237K +5,667 New