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First Trust Morningstar Dividend Leaders Index Fund

428 hedge funds and large institutions have $3.21B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 161 increasing their positions, 131 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+26
Holders Change %
+6.47%
% of All Funds
5.82%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
61
Increased
161
Reduced
131
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
26
Beacon Financial Group
Texas
$22.4M -$783K -18,034 -3%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$22M +$10.1M +236,740 +86%
SEP
28
Southland Equity Partners
Missouri
$21.8M +$958K +22,046 +5%
DADC
29
D.A. Davidson & Co
Montana
$19M +$2.33M +53,710 +14%
HighTower Advisors
30
HighTower Advisors
Illinois
$18.6M -$317K -7,303 -2%
RWA
31
Redhawk Wealth Advisors
Minnesota
$18.5M +$18.5M +426,850 New
HA
32
HC Advisors
Georgia
$16.5M +$414K +9,537 +3%
HI
33
Harbour Investments
Wisconsin
$15.2M +$997K +22,940 +7%
BHB
34
Bank Hapoalim BM
Israel
$15.1M
KAS
35
Kestra Advisory Services
Texas
$13.4M -$1.39M -31,935 -9%
PFS
36
Prospera Financial Services
Texas
$12.4M +$499K +11,477 +4%
FHC
37
First Heartland Consultants
Missouri
$11.9M +$6.62M +152,316 +125%
WWM
38
WJ Wealth Management
Arizona
$11.9M +$11.9M +272,824 New
NLP
39
Next Level Private
New York
$10.7M +$93.8K +2,160 +0.9%
MF
40
Manchester Financial
California
$10.3M +$1.34M +30,895 +15%
ML
41
McAdam LLC
Pennsylvania
$10M +$1.66M +38,269 +20%
ECA
42
Elevation Capital Advisory
Oregon
$9.64M +$9.64M +221,959 New
SFWA
43
Summit Financial Wealth Advisors
Louisiana
$9.63M -$37.4K -862 -0.4%
Mariner
44
Mariner
Kansas
$9.37M +$145K +3,329 +2%
SPIA
45
Steward Partners Investment Advisory
New York
$9.35M +$393K +9,046 +4%
HPC
46
Hobart Private Capital
North Carolina
$8.78M +$535K +12,324 +6%
AWS
47
Atria Wealth Solutions
New York
$8.52M +$4.29M +98,712 +101%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$8.46M +$167K +3,854 +2%
BWA
49
BlueChip Wealth Advisors
Georgia
$8M +$849K +19,543 +12%
P
50
&Partners
Tennessee
$7.95M +$378K +8,845 +5%