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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
CWA
351
Crux Wealth Advisors
California
$261K
OCA
352
Odyssey Capital Advisors
Pennsylvania
$261K
TCPW
353
Twin City Private Wealth
North Carolina
$261K
ACA
354
Aptus Capital Advisors
Alabama
$260K
SIM
355
Sterling Investment Management
Arizona
$257K
CWP
356
Cyndeo Wealth Partners
Florida
$253K
SF
357
Sun Financial
Utah
$252K
VWM
358
Venturi Wealth Management
Texas
$249K
MCA
359
MSH Capital Advisors
Arizona
$248K
SFC
360
Swisher Financial Concepts
Ohio
$245K
BDFN
361
Bond & Devick Financial Network
Minnesota
$244K
SFC
362
Strategic Financial Concepts
Texas
$237K
FIT
363
Financially in Tune
Massachusetts
$235K
CAP
364
Columbia Advisory Partners
Washington
$235K
WWP
365
Wise Wealth Partners
Arizona
$234K
AC
366
AIFG Consultants
New York
$231K
ZIM
367
Zacks Investment Management
Illinois
$229K
OPA
368
Old Port Advisors
Maine
$228K
SP
369
Sequent Planning
Nebraska
$228K
B
370
Bensler
Washington
$226K
ATPW
371
Ashton Thomas Private Wealth
Arizona
$225K
SF
372
SageOak Financial
Oklahoma
$225K
CFP
373
Catalyst Financial Partners
Massachusetts
$222K
UAG
374
United Advisor Group
Ohio
$221K
SM
375
Salzhauer Michael
$211K