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First Trust Morningstar Dividend Leaders Index Fund

434 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 45 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 33 closing their positions.

Holders
434
Holders Change
+6
Holders Change %
+1.4%
% 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
45
Increased
195
Reduced
122
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$19.9M 475,760 +38,743 +9%
HighTower Advisors
27
HighTower Advisors
Illinois
$18.5M 442,836 +14,584 +3%
Creative Planning
28
Creative Planning
Kansas
$17.9M 427,638 -1,130,891 -73%
KAS
29
Kestra Advisory Services
Texas
$16.4M 390,927 +82,049 +27%
HA
30
HC Advisors
Georgia
$15.9M 380,189 +1,435 +0.4%
HI
31
Harbour Investments
Wisconsin
$15.7M 374,677 +23,816 +7%
BHB
32
Bank Hapoalim BM
Israel
$15.1M 348,000
PFS
33
Prospera Financial Services
Texas
$12.2M 291,373 +5,203 +2%
MF
34
Manchester Financial
California
$11.3M 270,639 +34,501 +15%
P
35
&Partners
Tennessee
$11M 261,823 +75,925 +41%
NLP
36
Next Level Private
New York
$10.6M 252,423 +4,997 +2%
HPC
37
Hobart Private Capital
North Carolina
$10.3M 247,126 +44,898 +22%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$9.87M 235,729 -740,366 -76%
GFG
39
Goldstone Financial Group
Illinois
$9.56M 221,279 +56,291 +34%
ML
40
McAdam LLC
Pennsylvania
$9.53M 227,660 -2,584 -1%
Mariner
41
Mariner
Kansas
$8.75M 209,021 -6,624 -3%
First Trust Advisors
42
First Trust Advisors
Illinois
$8.59M 205,064 +27,653 +16%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$8.33M 198,977 +4,223 +2%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$8.28M 197,713 +22,959 +13%
GA
45
Guerra Advisors
Florida
$8.22M 196,393 +85,217 +77%
EH
46
Equitable Holdings
New York
$8M 191,086 +16,903 +10%
BWA
47
BlueChip Wealth Advisors
Georgia
$7.8M 186,226 +2,140 +1%
WWM
48
WJ Wealth Management
Arizona
$7.77M 185,569 -87,255 -32%
DSCM
49
Del-Sette Capital Management
New York
$7.74M 184,922 +184,922 New
SPIA
50
Steward Partners Investment Advisory
New York
$7.6M 181,480 -33,789 -16%