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First Trust Morningstar Dividend Leaders Index Fund

435 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 46 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+7
Holders Change %
+1.64%
% 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
46
Increased
195
Reduced
122
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
401
North Star Investment Management
Illinois
$35.8K
NEWAS
402
N.E.W. Advisory Services
Wisconsin
$30.6K -$107K -2,547 -78%
GK
403
Graney & King
New York
$29.9K +$335 +8 +1%
MWM
404
Mascoma Wealth Management
New Hampshire
$28.9K
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$28K +$28K +669 New
PAG
406
Paladin Advisory Group
Iowa
$28K
BlackRock
407
BlackRock
New York
$27.6K +$27.6K +658 New
AA
408
Addison Advisors
Vermont
$25.1K
AF
409
Advisornet Financial
Minnesota
$20.5K +$6.16K +147 +43%
CAM
410
Creekmur Asset Management
Illinois
$17K -$6.27K -150 -27%
GTAM
411
Global Trust Asset Management
Florida
$16.7K -$25.1K -600 -60%
TTIC
412
Tower Trust & Investment Company
Iowa
$15.4K
NC
413
NewSquare Capital
Pennsylvania
$14.9K +$14.9K +355 New
MSFP
414
Mark Sheptoff Financial Planning
Connecticut
$14.7K
SIS
415
Sound Income Strategies
Florida
$14.7K
HT
416
Headlands Technologies
Illinois
$13.9K +$13.9K +333 New
MAS
417
MPWM Advisory Solutions
Georgia
$13.6K +$13.2K +314 +3,140%
CWM
418
Copia Wealth Management
Oregon
$13.3K
NB
419
NBT Bank
New York
$12.4K
KFI
420
Key Financial Inc
Pennsylvania
$11.8K
FP
421
Financial Perspectives
Minnesota
$11.5K
ME
422
McIlrath & Eck
Washington
$8.37K
HNB
423
Hilltop National Bank
Wyoming
$7.5K +$7.5K +179 New
EAM
424
Eukles Asset Management
Ohio
$6.28K +$6.28K +150 New
TCM
425
TD Capital Management
Tennessee
$5.79K +$42 +1 +0.7%