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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 %
WT
376
Whittier Trust
California
$86.9K
MCM
377
MAI Capital Management
Ohio
$84.6K
GWP
378
Gen-Wealth Partners
Michigan
$82.5K
FFC
379
First Financial Corp
Indiana
$81.5K
BWL
380
Bogart Wealth LLC
Virginia
$78.6K -$999 -23 -1%
S
381
SignatureFD
Georgia
$73.8K +$73.8K +1,700 New
LC
382
Luminist Capital
Michigan
$63.9K
PWA
383
Provenance Wealth Advisors
Florida
$63.1K
WIM
384
Westside Investment Management
California
$56.5K
RCM
385
Raleigh Capital Management
North Carolina
$52.6K +$391 +9 +0.7%
WWM
386
Wolff Wiese Magana
California
$49.3K
PA
387
Pineridge Advisors
Missouri
$47.5K +$47.5K +1,093 New
TLA
388
Tanglewood Legacy Advisors
Texas
$47.1K
SS
389
SBI Securities
Japan
$43.7K +$10.3K +237 +31%
GTAM
390
Global Trust Asset Management
Florida
$43.4K +$26.1K +600 +150%
WTC
391
WhitTier Trust Company
Nevada
$43.4K
MFT
392
Moisand Fitzgerald Tamayo
Florida
$40.2K
CIA
393
Cape Investment Advisory
Georgia
$39K
NSIM
394
North Star Investment Management
Illinois
$37.1K
RF
395
Rossby Financial
Florida
$34.3K +$34.3K +846 New
MG
396
Mather Group
Illinois
$31.5K +$31.5K +725 New
GK
397
Graney & King
New York
$30.7K +$30.7K +706 New
MWM
398
Mascoma Wealth Management
New Hampshire
$30K
PAG
399
Paladin Advisory Group
Iowa
$29K +$29K +668 New
PA
400
PSI Advisors
Florida
$27K -$172K -3,955 -86%