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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
GI
401
GAMMA Investing
California
$114K
LGWM
402
Litman Gregory Wealth Management
California
$109K
TFGT
403
TS Financial Group (TSFG)
Illinois
$109K
WWM
404
Wolff Wiese Magana
California
$108K
HBW
405
Hazlett, Burt & Watson
West Virginia
$106K
WT
406
Whittier Trust
California
$89.8K
GWP
407
Gen-Wealth Partners
Michigan
$84.2K
FFC
408
First Financial Corp
Indiana
$83.1K
TSMHT
409
Thurston Springer Miller Herd & Titak
Indiana
$79K
BWL
410
Bogart Wealth LLC
Virginia
$78.9K
LC
411
Luminist Capital
Michigan
$65.7K
FGAM
412
Financial Gravity Asset Management
Texas
$60.8K
CA
413
Crewe Advisors
Utah
$59K
MWA
414
Medallion Wealth Advisors
Connecticut
$53.4K
SS
415
SBI Securities
Japan
$52.9K
SEP
416
Signature Equity Partners
Ohio
$50.4K
TLA
417
Tanglewood Legacy Advisors
Texas
$48.1K
RCM
418
Raleigh Capital Management
North Carolina
$46K
WTC
419
WhitTier Trust Company
Nevada
$44.9K
HNB
420
Huntington National Bank
Ohio
$44.4K
MFT
421
Moisand Fitzgerald Tamayo
Florida
$41K
AF
422
Alerus Financial
North Dakota
$39.9K
CIA
423
Cape Investment Advisory
Georgia
$39.8K
FHC
424
First Horizon Corporation
Tennessee
$39K
FCAS
425
First Command Advisory Services
Texas
$38.5K