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First Trust Morningstar Dividend Leaders Index Fund

435 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 46 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+7
Holders Change %
+1.64%
% 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
46
Increased
195
Reduced
122
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
376
GAMMA Investing
California
$107K
Bessemer Group
377
Bessemer Group
New Jersey
$107K
TFGT
378
TS Financial Group (TSFG)
Illinois
$102K +$545 +13 +0.5%
HBW
379
Hazlett, Burt & Watson
West Virginia
$100K
WT
380
Whittier Trust
California
$83.7K
RF
381
Rossby Financial
Florida
$83K +$47.6K +1,137 +134%
MCM
382
MAI Capital Management
Ohio
$81.5K
GWP
383
Gen-Wealth Partners
Michigan
$79.6K
FFC
384
First Financial Corp
Indiana
$78.5K
BWL
385
Bogart Wealth LLC
Virginia
$74.5K -$1.26K -30 -2%
PB
386
Pinnacle Bancorp
Nebraska
$73.9K -$23.6K -563 -24%
LC
387
Luminist Capital
Michigan
$63.3K
PWA
388
Provenance Wealth Advisors
Florida
$60.8K
ETC
389
Exchange Traded Concepts
Oklahoma
$60.8K +$60.8K +1,452 New
CA
390
Crewe Advisors
Utah
$55.7K +$55.7K +1,330 New
WIM
391
Westside Investment Management
California
$54.4K
RCM
392
Raleigh Capital Management
North Carolina
$51.2K +$461 +11 +0.9%
BF
393
BOK Financial
Oklahoma
$50.2K +$50.2K +1,200 New
SS
394
SBI Securities
Japan
$49.6K +$7.54K +180 +18%
WWM
395
Wolff Wiese Magana
California
$47.5K
TLA
396
Tanglewood Legacy Advisors
Texas
$45.4K
WTC
397
WhitTier Trust Company
Nevada
$41.9K
MFT
398
Moisand Fitzgerald Tamayo
Florida
$38.7K
AF
399
Alerus Financial
North Dakota
$37.7K +$37.7K +900 New
CIA
400
Cape Investment Advisory
Georgia
$37.6K