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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
CI
426
CX Institutional
Indiana
$31K
MWM
427
Mascoma Wealth Management
New Hampshire
$30.6K
PAG
428
Paladin Advisory Group
Iowa
$29.6K
BlackRock
429
BlackRock
New York
$29.2K
AA
430
Addison Advisors
Vermont
$26.6K
OC
431
Oakworth Capital
Alabama
$20K
WWA
432
Wealth Watch Advisors
Colorado
$19K
GTAM
433
Global Trust Asset Management
Florida
$17.7K
NL
434
Navalign LLC
California
$16.5K
TTIC
435
Tower Trust & Investment Company
Iowa
$16.3K
MSFP
436
Mark Sheptoff Financial Planning
Connecticut
$15.5K
GFA
437
Godfrey Financial Associates
New York
$15.1K
AF
438
Advisornet Financial
Minnesota
$14.7K
MAS
439
MPWM Advisory Solutions
Georgia
$14.4K
CWM
440
Copia Wealth Management
Oregon
$14.1K
NB
441
NBT Bank
New York
$13.1K
PA
442
Parallel Advisors
California
$12.8K
FP
443
Financial Perspectives
Minnesota
$12.2K
ME
444
McIlrath & Eck
Washington
$8.87K
SFAM
445
Sawyer Falduto Asset Management
Illinois
$8.34K
KFI
446
Key Financial Inc
Pennsylvania
$7.94K
HNB
447
Hilltop National Bank
Wyoming
$7.94K
EAM
448
Eukles Asset Management
Ohio
$6.65K
TCM
449
TD Capital Management
Tennessee
$6.27K
ACM
450
Anfield Capital Management
California
$6.21K