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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 %
KCFA
51
Key Client Fiduciary Advisors
New Jersey
$7.57M 180,856 +1,274 +0.7%
VA
52
VestGen Advisors
Illinois
$7.53M 175,631 +33,829 +24%
M1FG
53
Mach-1 Financial Group
Arkansas
$7.47M 178,391 +16,429 +10%
AF
54
Allworth Financial
California
$7.26M 173,288 +113 +0.1%
RA
55
RFG Advisory
Alabama
$6.79M 162,183 +153,973 +1,875%
AWS
56
Atria Wealth Solutions
New York
$6.73M 160,497 -35,648 -18%
CAM
57
Cozad Asset Management
Illinois
$6.65M 158,751 +935 +0.6%
JWA
58
JFS Wealth Advisors
Pennsylvania
$6.47M 154,588 +6,519 +4%
LS
59
Leelyn Smith
Illinois
$6.47M 154,407 +2,786 +2%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$6.33M 146,593 +21,827 +17%
MML Investors Services
61
MML Investors Services
Massachusetts
$6.3M 150,432 +10,285 +7%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$6.28M 150,000 +135,550 +938%
WEG
63
World Equity Group
Illinois
$6.23M 148,794 +9,733 +7%
EE
64
EWG Elevate
California
$6.18M 147,694 +147,694 New
Goldman Sachs
65
Goldman Sachs
New York
$5.93M 141,681 +131,681 +1,317%
AAP
66
Arax Advisory Partners
Colorado
$5.89M 140,714 +38,437 +38%
JWCA
67
J.W. Cole Advisors
Florida
$5.71M 136,406 +36,514 +37%
HIS
68
Harvest Investment Services
Illinois
$5.51M 131,528 +3,415 +3%
FWA
69
FSM Wealth Advisors
Ohio
$5.36M 125,380 +125,380 New
NA
70
NewEdge Advisors
Louisiana
$5.29M 126,331 +21,522 +21%
AAS
71
Avantax Advisory Services
Texas
$5.25M 125,343 -53,987 -30%
BAWM
72
Bennett Associates Wealth Management
Pennsylvania
$5.24M 125,234 +29,777 +31%
IAIM
73
International Assets Investment Management
Florida
$5.23M 124,971 +4,811 +4%
PCG
74
Prosperity Consulting Group
Maryland
$5.22M 124,626 +12,301 +11%
HA
75
HFG Advisors
Ohio
$5.13M 122,420 +2,302 +2%