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First Trust Morningstar Dividend Leaders Index Fund

434 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 45 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 33 closing their positions.

Holders
434
Holders Change
+6
Holders Change %
+1.4%
% 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
45
Increased
195
Reduced
122
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NSIM
401
North Star Investment Management
Illinois
$35.8K 855
NEWAS
402
N.E.W. Advisory Services
Wisconsin
$30.6K 732 -2,547 -78%
GK
403
Graney & King
New York
$29.9K 714 +8 +1%
MWM
404
Mascoma Wealth Management
New Hampshire
$28.9K 691
PAG
405
Paladin Advisory Group
Iowa
$28K 668
BlackRock
406
BlackRock
New York
$27.6K 658 +658 New
AA
407
Addison Advisors
Vermont
$25.1K 600
AF
408
Advisornet Financial
Minnesota
$20.5K 490 +147 +43%
CAM
409
Creekmur Asset Management
Illinois
$17K 407 -150 -27%
GTAM
410
Global Trust Asset Management
Florida
$16.7K 400 -600 -60%
TTIC
411
Tower Trust & Investment Company
Iowa
$15.4K 368
NC
412
NewSquare Capital
Pennsylvania
$14.9K 355 +355 New
MSFP
413
Mark Sheptoff Financial Planning
Connecticut
$14.7K 350
SIS
414
Sound Income Strategies
Florida
$14.7K 350
HT
415
Headlands Technologies
Illinois
$13.9K 333 +333 New
MAS
416
MPWM Advisory Solutions
Georgia
$13.6K 324 +314 +3,140%
CWM
417
Copia Wealth Management
Oregon
$13.3K 318
NB
418
NBT Bank
New York
$12.4K 295
KFI
419
Key Financial Inc
Pennsylvania
$11.8K 283
FP
420
Financial Perspectives
Minnesota
$11.5K 275
ME
421
McIlrath & Eck
Washington
$8.37K 200
HNB
422
Hilltop National Bank
Wyoming
$7.5K 179 +179 New
EAM
423
Eukles Asset Management
Ohio
$6.28K 150 +150 New
TCM
424
TD Capital Management
Tennessee
$5.79K 138 +1 +0.7%
WTFG
425
Wood Tarver Financial Group
Idaho
$5K 121