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First Trust Morningstar Dividend Leaders Index Fund

434 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 45 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 33 closing their positions.

Holders
434
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
5.83%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.23%
New
45
Increased
195
Reduced
122
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HGWM
351
Horst & Graben Wealth Management
Oregon
$233K 5,554 +35 +0.6%
SWM
352
Spire Wealth Management
Virginia
$231K 5,512 +26 +0.5%
BDFN
353
Bond & Devick Financial Network
Minnesota
$231K 5,511
SFS
354
Sowell Financial Services
Arkansas
$230K 5,505 +52 +1%
LFA
355
Laraway Financial Advisors
Minnesota
$224K 5,351 +7 +0.1%
SF
356
SageOak Financial
Oklahoma
$224K 5,344 -5,151 -49%
BWM
357
BCS Wealth Management
Tennessee
$221K 5,267 -120 -2%
WWP
358
Wise Wealth Partners
Arizona
$221K 5,267
USCWA
359
U.S. Capital Wealth Advisors
Texas
$219K 5,238 -53,075 -91%
HSA
360
HBK Sorce Advisory
Pennsylvania
$219K 5,225 +12 +0.2%
OPA
361
Old Port Advisors
Maine
$215K 5,144 -1,051 -17%
BCM
362
Brookstone Capital Management
Illinois
$212K 5,054 -11 -0.2%
ATPW
363
Ashton Thomas Private Wealth
Arizona
$211K 5,049 +401 +9%
CFP
364
Catalyst Financial Partners
Massachusetts
$209K 5,000 -2,159 -30%
IA
365
Integrity Alliance
Iowa
$208K 4,973 -36,080 -88%
IWN
366
Independent Wealth Network
Iowa
$206K 4,927 +4,927 New
FAIM
367
Financial Advocates Investment Management
Washington
$205K 4,888 -7 -0.1%
Tudor Investment Corp
368
Tudor Investment Corp
Connecticut
$202K 4,817 -13,846 -74%
Cerity Partners
369
Cerity Partners
New York
$200K 4,787
BAM
370
Bellevue Asset Management
Washington
$172K 4,097 +1 +0%
DWM
371
Darwin Wealth Management
Florida
$163K 3,887 +36 +0.9%
CBT
372
Crews Bank & Trust
Florida
$149K 3,550
BCMLT
373
Beacon Capital Management LLC (Tennessee)
Tennessee
$139K 3,313 +36 +1%
DFA
374
DHJJ Financial Advisors
Illinois
$138K 3,290 +37 +1%
PFA
375
Pillar Financial Advisors
Kentucky
$110K 2,625