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First Trust Morningstar Dividend Leaders Index Fund

428 hedge funds and large institutions have $3.21B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 161 increasing their positions, 131 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+26
Holders Change %
+6.47%
% of All Funds
5.81%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
61
Increased
161
Reduced
131
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
351
HBK Sorce Advisory
Pennsylvania
$226K +$226K +5,213 New
TC
352
TownSquare Capital
Utah
$223K -$52.9K -1,219 -19%
BCM
353
Brookstone Capital Management
Illinois
$220K -$391 -9 -0.2%
TSMHT
354
Thurston Springer Miller Herd & Titak
Indiana
$218K +$39.7K +915 +22%
FAIM
355
Financial Advocates Investment Management
Washington
$213K -$8.73K -201 -4%
YIH
356
Y-Intercept (HK)
Hong Kong
$212K +$212K +4,878 New
Cerity Partners
357
Cerity Partners
New York
$208K +$208K +4,787 New
SM
358
Salzhauer Michael
$203K +$203K +4,675 New
ATPW
359
Ashton Thomas Private Wealth
Arizona
$202K +$202K +4,648 New
SP
360
Sequent Planning
Nebraska
$201K +$201K +4,628 New
PFA
361
Plotkin Financial Advisors
Maryland
$201K +$201K +4,617 New
CS
362
Capital Square
Tennessee
$200K +$200K +4,610 New
AssetMark Inc
363
AssetMark Inc
California
$180K +$50.1K +1,154 +39%
BAM
364
Bellevue Asset Management
Washington
$178K +$43 +1 +0%
DWM
365
Darwin Wealth Management
Florida
$155K
CBT
366
Crews Bank & Trust
Florida
$154K
NEWAS
367
N.E.W. Advisory Services
Wisconsin
$142K +$142K +3,279 New
BCMLT
368
Beacon Capital Management LLC (Tennessee)
Tennessee
$142K +$1.17K +27 +0.8%
DFA
369
DHJJ Financial Advisors
Illinois
$141K
PFA
370
Pillar Financial Advisors
Kentucky
$114K
GI
371
GAMMA Investing
California
$111K
Bessemer Group
372
Bessemer Group
New Jersey
$111K -$150K -3,450 -57%
TFGT
373
TS Financial Group (TSFG)
Illinois
$105K -$347 -8 -0.3%
HBW
374
Hazlett, Burt & Watson
West Virginia
$104K
PB
375
Pinnacle Bancorp
Nebraska
$101K -$2.39K -55 -2%