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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 %
BTD
426
BankPlus Trust Department
Mississippi
$4.61K 110
NWM
427
Nova Wealth Management
Florida
$4.49K 107
T
428
Transce3nd
Texas
$4.31K 103 -375 -78%
BIG
429
Brooklyn Investment Group
New York
$4.1K 98
HFS
430
Hantz Financial Services
Michigan
$3K 69
Russell Investments Group
431
Russell Investments Group
United Kingdom
$2.85K 68
PA
432
Parallel Advisors
California
$2.85K 68 +68 New
BL
433
BFSG LLC
California
$1.32K 31
CMP
434
Coston McIsaac & Partners
Maine
$1K 36
HNB
435
Huntington National Bank
Ohio
OCM
436
One Capital Management
California
-642,365 Closed
RWA
437
Redhawk Wealth Advisors
Minnesota
-426,850 Closed
ECA
438
Elevation Capital Advisory
Oregon
-221,959 Closed
GVCM
439
Global View Capital Management
Wisconsin
-81,225 Closed
RL
440
Retireful LLC
Michigan
-81,067 Closed
MIM
441
Marshall Investment Management
Colorado
-57,743 Closed
FTS
442
Fifth Third Securities
Ohio
-53,611 Closed
VCM
443
Virtue Capital Management
Tennessee
-46,310 Closed
WA
444
Win Advisors
Florida
-44,063 Closed
LAS
445
Lloyd Advisory Services
Georgia
-42,157 Closed
PCA
446
Prosperity Capital Advisors
Ohio
-39,235 Closed
GS
447
GTS Securities
New York
-27,740 Closed
ARC
448
Advisor Resource Council
Texas
-14,478 Closed
BOSSRA
449
B.O.S.S. Retirement Advisors
Utah
-13,257 Closed
SC
450
Sykon Capital
New York
-6,922 Closed