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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 %
DADC
26
D.A. Davidson & Co
Montana
$19.9M +$1.62M +38,743 +9%
HighTower Advisors
27
HighTower Advisors
Illinois
$18.5M +$611K +14,584 +3%
Creative Planning
28
Creative Planning
Kansas
$17.9M -$47.4M -1,130,891 -73%
KAS
29
Kestra Advisory Services
Texas
$16.4M +$3.44M +82,049 +27%
HA
30
HC Advisors
Georgia
$15.9M +$60.1K +1,435 +0.4%
HI
31
Harbour Investments
Wisconsin
$15.7M +$997K +23,816 +7%
BHB
32
Bank Hapoalim BM
Israel
$15.1M
PFS
33
Prospera Financial Services
Texas
$12.2M +$218K +5,203 +2%
MF
34
Manchester Financial
California
$11.3M +$1.44M +34,501 +15%
P
35
&Partners
Tennessee
$11M +$3.18M +75,925 +41%
NLP
36
Next Level Private
New York
$10.6M +$209K +4,997 +2%
HPC
37
Hobart Private Capital
North Carolina
$10.3M +$1.88M +44,898 +22%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$9.87M -$31M -740,366 -76%
GFG
39
Goldstone Financial Group
Illinois
$9.56M +$2.43M +56,291 +34%
ML
40
McAdam LLC
Pennsylvania
$9.53M -$108K -2,584 -1%
Mariner
41
Mariner
Kansas
$8.75M -$277K -6,624 -3%
First Trust Advisors
42
First Trust Advisors
Illinois
$8.59M +$1.16M +27,653 +16%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$8.33M +$177K +4,223 +2%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$8.28M +$961K +22,959 +13%
GA
45
Guerra Advisors
Florida
$8.22M +$3.57M +85,217 +77%
EH
46
Equitable Holdings
New York
$8M +$708K +16,903 +10%
BWA
47
BlueChip Wealth Advisors
Georgia
$7.8M +$89.6K +2,140 +1%
WWM
48
WJ Wealth Management
Arizona
$7.77M -$3.65M -87,255 -32%
DSCM
49
Del-Sette Capital Management
New York
$7.74M +$7.74M +184,922 New
SPIA
50
Steward Partners Investment Advisory
New York
$7.6M -$1.41M -33,789 -16%