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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
BCWM
451
Bartlett & Co Wealth Management
Ohio
$5.28K
PGAM
452
Princeton Global Asset Management
New Jersey
$4.97K
BTD
453
BankPlus Trust Department
Mississippi
$4.88K
NWM
454
Nova Wealth Management
Florida
$4.75K
Russell Investments Group
455
Russell Investments Group
United Kingdom
$3.02K
TAM
456
Tucker Asset Management
Colorado
$2.48K
BL
457
BFSG LLC
California
$1.4K
OA
458
Operose Advisors
Wisconsin
$1.33K
CMP
459
Coston McIsaac & Partners
Maine
$1K
ETC
460
Exchange Traded Concepts
Oklahoma
$665
WEG
461
World Equity Group
Illinois
Tudor Investment Corp
462
Tudor Investment Corp
Connecticut
Citadel Advisors
463
Citadel Advisors
Florida
GWM
464
GDS Wealth Management
Texas
SW
465
SteelPeak Wealth
California
DIA
466
Dana Investment Advisors
Wisconsin
FHA
467
Flagship Harbor Advisors
Massachusetts
FF
468
Fortitude Financial
Washington
NI
469
Natural Investments
California
Kovitz Investment Group Partners
470
Kovitz Investment Group Partners
Illinois
OFS
471
Oldfather Financial Services
Nebraska
WFA
472
WMG Financial Advisors
Tennessee
CG
473
Clarus Group
Texas
GWSG
474
GPS Wealth Strategies Group
Colorado
GPW
475
Gentry Private Wealth
Kansas