FDL icon

First Trust Morningstar Dividend Leaders Index Fund

460 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 63 funds opening new positions, 177 increasing their positions, 147 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
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
RFN
326
RDA Financial Network
Iowa
$307K
WW
327
Waterfront Wealth
Kansas
$307K
PWM
328
Puff Wealth Management
New Jersey
$307K
SC
329
Sykon Capital
New York
$300K
SPWM
330
Smith Partners Wealth Management
North Carolina
$298K
NP
331
NorthRock Partners
Minnesota
$295K
WANY
332
Wealthspire Advisors (New York)
New York
$291K
RFC
333
Regions Financial Corp
Alabama
$289K
IFWM
334
Institute for Wealth Management
Colorado
$289K
EWA
335
EverSource Wealth Advisors
Alabama
$288K
VNA
336
Valley National Advisers
Pennsylvania
$286K
CFG
337
Citizens Financial Group
Rhode Island
$283K
Jane Street
338
Jane Street
New York
$281K
LFA
339
Laraway Financial Advisors
Minnesota
$281K
HP
340
Hilltop Partners
Indiana
$280K
William Blair & Company
341
William Blair & Company
Illinois
$278K
MCWA
342
Meadow Creek Wealth Advisors
Georgia
$277K
WF
343
Whelan Financial
California
$277K
HWA
344
Heartwood Wealth Advisors
Virginia
$277K
USCWA
345
U.S. Capital Wealth Advisors
Texas
$274K
WAP
346
Wealthcare Advisory Partners
Pennsylvania
$271K
BFPW
347
BOK Financial Private Wealth
Colorado
$268K
WAM
348
WealthTrust Asset Management
Florida
$265K
CHAM
349
Clear Harbor Asset Management
Connecticut
$264K
HSA
350
HBK Sorce Advisory
Pennsylvania
$263K