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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 %
BOSSRA
451
B.O.S.S. Retirement Advisors
Utah
-$576K -13,257 Closed
SC
452
Sykon Capital
New York
-$301K -6,922 Closed
FMC
453
First Merchants Corp
Indiana
-$292K -6,714 Closed
CCC
454
Compass Capital Corp
Massachusetts
-$247K -6,330 Closed
CF
455
Claris Financial
Virginia
-$240K -5,970 Closed
HCP
456
Hexagon Capital Partners
Arkansas
-$230K -5,293 Closed
TC
457
TownSquare Capital
Utah
-$223K -5,135 Closed
SM
458
Salzhauer Michael
-$203K -4,675 Closed
SP
459
Sequent Planning
Nebraska
-$201K -4,628 Closed
PFA
460
Plotkin Financial Advisors
Maryland
-$201K -4,617 Closed
CS
461
Capital Square
Tennessee
-$200K -4,610 Closed
S
462
SignatureFD
Georgia
-$73.8K -1,700 Closed
PA
463
Pineridge Advisors
Missouri
-$47.5K -1,093 Closed
MG
464
Mather Group
Illinois
-$31.5K -725 Closed
PA
465
PSI Advisors
Florida
-$27K -622 Closed
BFS
466
Burkett Financial Services
South Carolina
-$13.5K -310 Closed
GCM
467
GKV Capital Management
California
-$11.2K -257 Closed
T
468
Tidemark
California
-$4.43K -102 Closed
LRWM
469
Lord & Richards Wealth Management
Colorado
-$2.61K -60 Closed
BC
470
Barrett & Company
Rhode Island
-$1.74K -40 Closed