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First Trust Morningstar Dividend Leaders Index Fund
437 hedge funds and large institutions have $3.53B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 189 increasing their positions, 137 reducing their positions, and 38 closing their positions.
New
Increased
Maintained
Reduced
Closed
38% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 137
9% more capital invested
Capital invested by funds: $3.25B → $3.53B (+$287M)
1.4% more ownership
Funds ownership: 60.01% → 61.4% (+1.4%)
3% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 38
1% less funds holding
Funds holding: 443 → 437 (-6)
18% less funds holding in top 10
Funds holding in top 10: 17 → 14 (-3)
Holders
437
Holders Change
-6
Holders Change %
-1.35%
% of All Funds
5.74%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.18%
New
37
Increased
189
Reduced
137
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$130M |
| 2 |
Goldman Sachs
New York
|
+$18.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$15.4M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$15.1M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$12.4M |
Top Sellers
| 1 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$15.1M |
| 2 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
-$13.3M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$10.1M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$8.52M |
| 5 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$7.77M |
