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First Trust Morningstar Dividend Leaders Index Fund

466 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 66 funds opening new positions, 178 increasing their positions, 148 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
SF
376
SageOak Financial
Oklahoma
$225K
CFP
377
Catalyst Financial Partners
Massachusetts
$222K
UAG
378
United Advisor Group
Ohio
$221K
SM
379
Salzhauer Michael
$211K
DCA
380
DB&C Advisors
Michigan
$209K
VDC
381
Van Diest Capital
Iowa
$207K
HGWM
382
Horst & Graben Wealth Management
Oregon
$207K
CS
383
Capital Square
Tennessee
$206K
PFA
384
Plotkin Financial Advisors
Maryland
$205K
SHFG
385
S Harris Financial Group
Texas
$201K
AG
386
AmeriFlex Group
Nevada
$196K
KFP
387
Kerr Financial Planning
California
$196K
GCM
388
Gunpowder Capital Management
Maryland
$182K
BAM
389
Bellevue Asset Management
Washington
$182K
CFD
390
Creative Financial Designs
Indiana
$180K
DWM
391
Darwin Wealth Management
Florida
$174K
SWM
392
Spire Wealth Management
Virginia
$163K
CBT
393
Crews Bank & Trust
Florida
$157K
DFA
394
DHJJ Financial Advisors
Illinois
$147K
RF
395
Rossby Financial
Florida
$145K
PB
396
Pinnacle Bancorp
Nebraska
$141K
JGIA
397
Jackson Grant Investment Advisers
Connecticut
$133K
MCM
398
MAI Capital Management
Ohio
$129K
TRCT
399
Tower Research Capital (TRC)
New York
$126K
PFA
400
Pillar Financial Advisors
Kentucky
$116K