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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
DCA
376
DB&C Advisors
Michigan
$209K
VDC
377
Van Diest Capital
Iowa
$207K
HGWM
378
Horst & Graben Wealth Management
Oregon
$207K
CS
379
Capital Square
Tennessee
$206K
PFA
380
Plotkin Financial Advisors
Maryland
$205K
SHFG
381
S Harris Financial Group
Texas
$201K
AG
382
AmeriFlex Group
Nevada
$196K
KFP
383
Kerr Financial Planning
California
$196K
GCM
384
Gunpowder Capital Management
Maryland
$182K
BAM
385
Bellevue Asset Management
Washington
$182K
CFD
386
Creative Financial Designs
Indiana
$180K
DWM
387
Darwin Wealth Management
Florida
$174K
SWM
388
Spire Wealth Management
Virginia
$163K
CBT
389
Crews Bank & Trust
Florida
$157K
DFA
390
DHJJ Financial Advisors
Illinois
$147K
RF
391
Rossby Financial
Florida
$145K
PB
392
Pinnacle Bancorp
Nebraska
$141K
JGIA
393
Jackson Grant Investment Advisers
Connecticut
$133K
MCM
394
MAI Capital Management
Ohio
$129K
TRCT
395
Tower Research Capital (TRC)
New York
$126K
PFA
396
Pillar Financial Advisors
Kentucky
$116K
GI
397
GAMMA Investing
California
$114K
LGWM
398
Litman Gregory Wealth Management
California
$109K
TFGT
399
TS Financial Group (TSFG)
Illinois
$109K
WWM
400
Wolff Wiese Magana
California
$108K