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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
BFPW
351
BOK Financial Private Wealth
Colorado
$268K
WAM
352
WealthTrust Asset Management
Florida
$265K
CHAM
353
Clear Harbor Asset Management
Connecticut
$264K
HSA
354
HBK Sorce Advisory
Pennsylvania
$263K
CWA
355
Crux Wealth Advisors
California
$261K
OCA
356
Odyssey Capital Advisors
Pennsylvania
$261K
TCPW
357
Twin City Private Wealth
North Carolina
$261K
ACA
358
Aptus Capital Advisors
Alabama
$260K
SIM
359
Sterling Investment Management
Arizona
$257K
CWP
360
Cyndeo Wealth Partners
Florida
$253K
SF
361
Sun Financial
Utah
$252K
VWM
362
Venturi Wealth Management
Texas
$249K
MCA
363
MSH Capital Advisors
Arizona
$248K
SFC
364
Swisher Financial Concepts
Ohio
$245K
BDFN
365
Bond & Devick Financial Network
Minnesota
$244K
SFC
366
Strategic Financial Concepts
Texas
$237K
FIT
367
Financially in Tune
Massachusetts
$235K
CAP
368
Columbia Advisory Partners
Washington
$235K
WWP
369
Wise Wealth Partners
Arizona
$234K
AC
370
AIFG Consultants
New York
$231K
ZIM
371
Zacks Investment Management
Illinois
$229K
OPA
372
Old Port Advisors
Maine
$228K
SP
373
Sequent Planning
Nebraska
$228K
B
374
Bensler
Washington
$226K
ATPW
375
Ashton Thomas Private Wealth
Arizona
$225K