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First Trust Morningstar Dividend Leaders Index Fund

460 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 63 funds opening new positions, 177 increasing their positions, 147 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
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
HBW
401
Hazlett, Burt & Watson
West Virginia
$106K
WT
402
Whittier Trust
California
$89.8K
GWP
403
Gen-Wealth Partners
Michigan
$84.2K
FFC
404
First Financial Corp
Indiana
$83.1K
TSMHT
405
Thurston Springer Miller Herd & Titak
Indiana
$79K
BWL
406
Bogart Wealth LLC
Virginia
$78.9K
LC
407
Luminist Capital
Michigan
$65.7K
FGAM
408
Financial Gravity Asset Management
Texas
$60.8K
CA
409
Crewe Advisors
Utah
$59K
SS
410
SBI Securities
Japan
$52.9K
SEP
411
Signature Equity Partners
Ohio
$50.4K
TLA
412
Tanglewood Legacy Advisors
Texas
$48.1K
RCM
413
Raleigh Capital Management
North Carolina
$46K
WTC
414
WhitTier Trust Company
Nevada
$44.9K
HNB
415
Huntington National Bank
Ohio
$44.4K
MFT
416
Moisand Fitzgerald Tamayo
Florida
$41K
AF
417
Alerus Financial
North Dakota
$39.9K
CIA
418
Cape Investment Advisory
Georgia
$39.8K
FHC
419
First Horizon Corporation
Tennessee
$39K
FCAS
420
First Command Advisory Services
Texas
$38.5K
NSIM
421
North Star Investment Management
Illinois
$37.9K
UBS AM
422
UBS AM
Illinois
$37.2K
PCA
423
Providence Capital Advisors
North Carolina
$36.7K
RFG
424
REAP Financial Group
Texas
$35.6K
GK
425
Graney & King
New York
$32.3K