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First Trust Morningstar Dividend Leaders Index Fund

453 hedge funds and large institutions have $3.67B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 145 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
AG
376
AmeriFlex Group
Nevada
$196K
KFP
377
Kerr Financial Planning
California
$196K
BAM
378
Bellevue Asset Management
Washington
$182K
CFD
379
Creative Financial Designs
Indiana
$180K
DWM
380
Darwin Wealth Management
Florida
$174K
SWM
381
Spire Wealth Management
Virginia
$163K
CBT
382
Crews Bank & Trust
Florida
$157K
DFA
383
DHJJ Financial Advisors
Illinois
$147K
RF
384
Rossby Financial
Florida
$145K
PB
385
Pinnacle Bancorp
Nebraska
$141K
JGIA
386
Jackson Grant Investment Advisers
Connecticut
$133K
MCM
387
MAI Capital Management
Ohio
$129K
TRCT
388
Tower Research Capital (TRC)
New York
$126K
PFA
389
Pillar Financial Advisors
Kentucky
$116K
GI
390
GAMMA Investing
California
$114K
LGWM
391
Litman Gregory Wealth Management
California
$109K
TFGT
392
TS Financial Group (TSFG)
Illinois
$109K
WWM
393
Wolff Wiese Magana
California
$108K
HBW
394
Hazlett, Burt & Watson
West Virginia
$106K
WT
395
Whittier Trust
California
$89.8K
GWP
396
Gen-Wealth Partners
Michigan
$84.2K
FFC
397
First Financial Corp
Indiana
$83.1K
TSMHT
398
Thurston Springer Miller Herd & Titak
Indiana
$79K
BWL
399
Bogart Wealth LLC
Virginia
$78.9K
LC
400
Luminist Capital
Michigan
$65.7K