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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
128% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 29
20% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 148
7% more funds holding
Funds holding: 437 → 466 (+29)
5% more capital invested
Capital invested by funds: $3.53B → $3.72B (+$189M)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
0.6% less ownership
Funds ownership: 61.4% → 60.81% (-0.6%)
Holders
466
Holders Change
+29
Holders Change %
+6.64%
% of All Funds
5.67%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
66
Increased
178
Reduced
148
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$85.8M |
| 2 |
Morgan Stanley
New York
|
+$33.9M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$29.9M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$9.27M |
| 5 |
LPL Financial
San Diego,
California
|
+$8.82M |
Top Sellers
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$130M |
| 2 |
Goldman Sachs
New York
|
-$13.6M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$7.92M |
| 4 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$6.97M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$5.86M |
