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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 %
KCFA
51
Key Client Fiduciary Advisors
New Jersey
$7.8M +$206K +4,747 +3%
AAS
52
Avantax Advisory Services
Texas
$7.79M +$1.59M +36,638 +26%
First Trust Advisors
53
First Trust Advisors
Illinois
$7.71M -$196K -4,514 -2%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$7.59M +$1.22M +28,047 +19%
EH
55
Equitable Holdings
New York
$7.57M -$112K -2,576 -1%
AWM
56
AE Wealth Management
Kansas
$7.38M +$5.67M +130,545 +331%
GFG
57
Goldstone Financial Group
Illinois
$7.17M +$7.17M +164,988 New
FGA
58
Fortis Group Advisors
New Jersey
$7.16M +$1.19M +27,466 +20%
AF
59
Allworth Financial
California
$7.05M +$142K +3,484 +2%
M1FG
60
Mach-1 Financial Group
Arkansas
$7.04M +$6.7M +154,182 +1,982%
CAM
61
Cozad Asset Management
Illinois
$6.86M +$180K +4,152 +3%
LS
62
Leelyn Smith
Illinois
$6.59M -$156K -3,598 -2%
JWA
63
JFS Wealth Advisors
Pennsylvania
$6.43M -$218K -5,007 -3%
VA
64
VestGen Advisors
Illinois
$6.16M +$6.16M +141,802 New
MML Investors Services
65
MML Investors Services
Massachusetts
$6.09M +$58.8K +1,354 +1%
WEG
66
World Equity Group
Illinois
$6.04M +$368K +8,460 +6%
HIS
67
Harvest Investment Services
Illinois
$5.57M -$947K -21,805 -15%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$5.42M +$219K +5,045 +4%
IAIM
69
International Assets Investment Management
Florida
$5.22M -$194K -4,467 -4%
HA
70
HFG Advisors
Ohio
$5.22M +$101K +2,315 +2%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$5.21M +$106K +2,442 +2%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$5.13M +$5.13M +118,050 New
CIA
73
Concurrent Investment Advisors
Florida
$5.11M -$117K -2,701 -2%
SOS
74
Silver Oak Securities
Tennessee
$5.06M +$4.12M +96,233 +436%
Renaissance Technologies
75
Renaissance Technologies
New York
$4.99M +$4.99M +114,900 New