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First Trust Morningstar Dividend Leaders Index Fund

466 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 66 funds opening new positions, 178 increasing their positions, 148 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
ET
326
Equitable Trust
Tennessee
$311K
MA
327
Mutual Advisors
Nebraska
$310K
MWM
328
Mattern Wealth Management
Kansas
$309K
RFN
329
RDA Financial Network
Iowa
$307K
WW
330
Waterfront Wealth
Kansas
$307K
PWM
331
Puff Wealth Management
New Jersey
$307K
SC
332
Sykon Capital
New York
$300K
SPWM
333
Smith Partners Wealth Management
North Carolina
$298K
FAN
334
Financial Advisors Network
California
$296K
NP
335
NorthRock Partners
Minnesota
$295K
WANY
336
Wealthspire Advisors (New York)
New York
$291K
RFC
337
Regions Financial Corp
Alabama
$289K
IFWM
338
Institute for Wealth Management
Colorado
$289K
EWA
339
EverSource Wealth Advisors
Alabama
$288K
VNA
340
Valley National Advisers
Pennsylvania
$286K
CFG
341
Citizens Financial Group
Rhode Island
$283K
Jane Street
342
Jane Street
New York
$281K
LFA
343
Laraway Financial Advisors
Minnesota
$281K
HP
344
Hilltop Partners
Indiana
$280K
William Blair & Company
345
William Blair & Company
Illinois
$278K
MCWA
346
Meadow Creek Wealth Advisors
Georgia
$277K
WF
347
Whelan Financial
California
$277K
HWA
348
Heartwood Wealth Advisors
Virginia
$277K
USCWA
349
U.S. Capital Wealth Advisors
Texas
$274K
WAP
350
Wealthcare Advisory Partners
Pennsylvania
$271K