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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
NSIM
426
North Star Investment Management
Illinois
$37.9K
UBS AM
427
UBS AM
Illinois
$37.2K
PCA
428
Providence Capital Advisors
North Carolina
$36.7K
RFG
429
REAP Financial Group
Texas
$35.6K
GK
430
Graney & King
New York
$32.3K
CI
431
CX Institutional
Indiana
$31K
MWM
432
Mascoma Wealth Management
New Hampshire
$30.6K
PAG
433
Paladin Advisory Group
Iowa
$29.6K
BlackRock
434
BlackRock
New York
$29.2K
AA
435
Addison Advisors
Vermont
$26.6K
OC
436
Oakworth Capital
Alabama
$20K
WWA
437
Wealth Watch Advisors
Colorado
$19K
GTAM
438
Global Trust Asset Management
Florida
$17.7K
NL
439
Navalign LLC
California
$16.5K
TTIC
440
Tower Trust & Investment Company
Iowa
$16.3K
MSFP
441
Mark Sheptoff Financial Planning
Connecticut
$15.5K
GFA
442
Godfrey Financial Associates
New York
$15.1K
AF
443
Advisornet Financial
Minnesota
$14.7K
MAS
444
MPWM Advisory Solutions
Georgia
$14.4K
CWM
445
Copia Wealth Management
Oregon
$14.1K
NB
446
NBT Bank
New York
$13.1K
PA
447
Parallel Advisors
California
$12.8K
FP
448
Financial Perspectives
Minnesota
$12.2K
ME
449
McIlrath & Eck
Washington
$8.87K
SFAM
450
Sawyer Falduto Asset Management
Illinois
$8.34K