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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 %
GI
376
GAMMA Investing
California
$107K 2,565
Bessemer Group
377
Bessemer Group
New Jersey
$107K 2,560
TFGT
378
TS Financial Group (TSFG)
Illinois
$102K 2,433 +13 +0.5%
HBW
379
Hazlett, Burt & Watson
West Virginia
$100K 2,391
WT
380
Whittier Trust
California
$83.7K 2,000
RF
381
Rossby Financial
Florida
$83K 1,983 +1,137 +134%
MCM
382
MAI Capital Management
Ohio
$81.5K 1,947
GWP
383
Gen-Wealth Partners
Michigan
$79.6K 1,900
FFC
384
First Financial Corp
Indiana
$78.5K 1,875
BWL
385
Bogart Wealth LLC
Virginia
$74.5K 1,779 -30 -2%
PB
386
Pinnacle Bancorp
Nebraska
$73.9K 1,764 -563 -24%
LC
387
Luminist Capital
Michigan
$63.3K 1,481
PWA
388
Provenance Wealth Advisors
Florida
$60.8K 1,452
ETC
389
Exchange Traded Concepts
Oklahoma
$60.8K 1,452 +1,452 New
CA
390
Crewe Advisors
Utah
$55.7K 1,330 +1,330 New
WIM
391
Westside Investment Management
California
$54.4K 1,300
RCM
392
Raleigh Capital Management
North Carolina
$51.2K 1,222 +11 +0.9%
BF
393
BOK Financial
Oklahoma
$50.2K 1,200 +1,200 New
SS
394
SBI Securities
Japan
$49.6K 1,185 +180 +18%
WWM
395
Wolff Wiese Magana
California
$47.5K 1,135
TLA
396
Tanglewood Legacy Advisors
Texas
$45.4K 1,085
WTC
397
WhitTier Trust Company
Nevada
$41.9K 1,000
MFT
398
Moisand Fitzgerald Tamayo
Florida
$38.7K 925
AF
399
Alerus Financial
North Dakota
$37.7K 900 +900 New
CIA
400
Cape Investment Advisory
Georgia
$37.6K 898