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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 %
WTFG
426
Wood Tarver Financial Group
Idaho
$5K
BTD
427
BankPlus Trust Department
Mississippi
$4.61K
NWM
428
Nova Wealth Management
Florida
$4.49K
T
429
Transce3nd
Texas
$4.31K -$15.7K -375 -78%
BIG
430
Brooklyn Investment Group
New York
$4.1K
HFS
431
Hantz Financial Services
Michigan
$3K
Russell Investments Group
432
Russell Investments Group
United Kingdom
$2.85K
PA
433
Parallel Advisors
California
$2.85K +$2.85K +68 New
BL
434
BFSG LLC
California
$1.32K
CMP
435
Coston McIsaac & Partners
Maine
$1K
HNB
436
Huntington National Bank
Ohio
$42 -$43
OCM
437
One Capital Management
California
-$27.9M -642,365 Closed
RWA
438
Redhawk Wealth Advisors
Minnesota
-$18.5M -426,850 Closed
ECA
439
Elevation Capital Advisory
Oregon
-$9.64M -221,959 Closed
Susquehanna International Group
440
Susquehanna International Group
Pennsylvania
-$5.13M -118,050 Closed
GVCM
441
Global View Capital Management
Wisconsin
-$3.53M -81,225 Closed
RL
442
Retireful LLC
Michigan
-$4.36M -81,067 Closed
MIM
443
Marshall Investment Management
Colorado
-$2.51M -57,743 Closed
FTS
444
Fifth Third Securities
Ohio
-$2.33M -53,611 Closed
VCM
445
Virtue Capital Management
Tennessee
-$2.01M -46,310 Closed
WA
446
Win Advisors
Florida
-$1.91M -44,063 Closed
LAS
447
Lloyd Advisory Services
Georgia
-$1.83M -42,157 Closed
PCA
448
Prosperity Capital Advisors
Ohio
-$1.69M -39,235 Closed
GS
449
GTS Securities
New York
-$1.21M -27,740 Closed
ARC
450
Advisor Resource Council
Texas
-$629K -14,478 Closed