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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 %
BL
426
BFSG LLC
California
$1.37K +$1.37K +31 New
CMP
427
Coston McIsaac & Partners
Maine
$1K
MAS
428
MPWM Advisory Solutions
Georgia
$438 +$438 +10 New
HNB
429
Huntington National Bank
Ohio
$43 -$40
RA
430
RiverTree Advisors
Florida
-$3.18M -79,078 Closed
WLPWM
431
Walled Lake Planning & Wealth Management
Illinois
-$2.17M -54,022 Closed
RAS
432
RPS Advisory Solutions
Kentucky
-$1.97M -48,920 Closed
CFGS
433
Concourse Financial Group Securities
Alabama
-$757K -18,542 Closed
KeyBank National Association
434
KeyBank National Association
Ohio
-$320K -7,947 Closed
CRI
435
Colonial River Investments
Virginia
-$254K -6,311 Closed
AWM
436
Axxcess Wealth Management
California
-$254K -6,311 Closed
Jane Street
437
Jane Street
New York
-$242K -6,011 Closed
AQR Capital Management
438
AQR Capital Management
Connecticut
-$228K -5,659 Closed
ZIM
439
Zacks Investment Management
Illinois
-$201K -4,989 Closed
TCG
440
Transcendent Capital Group
Oklahoma
-$88.6K -2,200 Closed
BTI
441
Blue Trust Inc
Georgia
-$80.5K -2,000 Closed
SAM
442
Synergy Asset Management
Washington
-$46.1K -1,100 Closed
PFA
443
Pathway Financial Advisers
Indiana
-$29.6K -736 Closed
CIBC Private Wealth Group
444
CIBC Private Wealth Group
Georgia
-$20.1K -500 Closed
OC
445
Oarsman Capital
Wisconsin
-$12.1K -300 Closed
CPL
446
Capital & Planning LLC
Georgia
-$11.5K -286 Closed
GM
447
GeoWealth Management
Illinois
-$10.7K -267 Closed
TRCT
448
Tower Research Capital (TRC)
New York
-$5.64K -140 Closed
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
-$4.03K -100 Closed
VHAM
450
Van Hulzen Asset Management
California
-$2.11K -52 Closed