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First Trust Morningstar Dividend Leaders Index Fund

453 hedge funds and large institutions have $3.67B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 145 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
CWP
351
Cyndeo Wealth Partners
Florida
$253K
SF
352
Sun Financial
Utah
$252K
VWM
353
Venturi Wealth Management
Texas
$249K
MCA
354
MSH Capital Advisors
Arizona
$248K
SFC
355
Swisher Financial Concepts
Ohio
$245K
BDFN
356
Bond & Devick Financial Network
Minnesota
$244K
SFC
357
Strategic Financial Concepts
Texas
$237K
FITL
358
Financially in Tune, LLC
Massachusetts
$235K
CAP
359
Columbia Advisory Partners
Washington
$235K
WWP
360
Wise Wealth Partners
Arizona
$234K
AC
361
AIFG Consultants
New York
$231K
ZIM
362
Zacks Investment Management
Illinois
$229K
OPA
363
Old Port Advisors
Maine
$228K
SP
364
Sequent Planning
Nebraska
$228K
B
365
Bensler
Washington
$226K
ATPW
366
Ashton Thomas Private Wealth
Arizona
$225K
SF
367
SageOak Financial
Oklahoma
$225K
CFP
368
Catalyst Financial Partners
Massachusetts
$222K
UAG
369
United Advisor Group
Ohio
$221K
SM
370
Salzhauer Michael
$211K
DCA
371
DB&C Advisors
Michigan
$209K
VDC
372
Van Diest Capital
Iowa
$207K
HGWM
373
Horst & Graben Wealth Management
Oregon
$207K
CS
374
Capital Square
Tennessee
$206K
PFA
375
Plotkin Financial Advisors
Maryland
$205K