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First Trust Morningstar Dividend Leaders Index Fund

428 hedge funds and large institutions have $3.21B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 161 increasing their positions, 131 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+26
Holders Change %
+6.47%
% of All Funds
5.81%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
61
Increased
161
Reduced
131
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
401
Addison Advisors
Vermont
$26.1K -$8.69K -200 -25%
Q1WB
402
Quest 10 Wealth Builders
Virginia
$24.5K +$24.5K +564 New
CAM
403
Creekmur Asset Management
Illinois
$24.2K -$43 -1 -0.2%
T
404
Transce3nd
Texas
$20.8K +$20.4K +469 +5,211%
MSFP
405
Mark Sheptoff Financial Planning
Connecticut
$15.2K
SIS
406
Sound Income Strategies
Florida
$15.2K
TTIC
407
Tower Trust & Investment Company
Iowa
$15.1K +$15.1K +368 New
AF
408
Advisornet Financial
Minnesota
$14.9K -$6.73K -155 -31%
CWM
409
Copia Wealth Management
Oregon
$13.8K
BFS
410
Burkett Financial Services
South Carolina
$13.5K +$13.5K +310 New
NB
411
NBT Bank
New York
$12.8K
KFI
412
Key Financial Inc
Pennsylvania
$12.3K
FP
413
Financial Perspectives
Minnesota
$11.9K
GCM
414
GKV Capital Management
California
$11.2K +$11.2K +257 New
ME
415
McIlrath & Eck
Washington
$8.69K
TCM
416
TD Capital Management
Tennessee
$5.94K +$43 +1 +0.7%
WTFG
417
Wood Tarver Financial Group
Idaho
$5.26K
BTD
418
BankPlus Trust Department
Mississippi
$4.78K
NWM
419
Nova Wealth Management
Florida
$4.66K
T
420
Tidemark
California
$4.43K
BIG
421
Brooklyn Investment Group
New York
$4.26K +$4.26K +98 New
HFS
422
Hantz Financial Services
Michigan
$3K +$2.91K +67 +3,350%
Russell Investments Group
423
Russell Investments Group
United Kingdom
$2.95K -$1.83K -42 -38%
LRWM
424
Lord & Richards Wealth Management
Colorado
$2.61K +$2.61K +60 New
BC
425
Barrett & Company
Rhode Island
$1.74K -$6.95K -160 -80%