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First Trust Morningstar Dividend Leaders Index Fund

460 hedge funds and large institutions have $3.72B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 177 increasing their positions, 147 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
51
Rehmann Capital Advisory Group
Michigan
$9.59M
First Trust Advisors
52
First Trust Advisors
Illinois
$8.84M
M1FG
53
Mach-1 Financial Group
Arkansas
$8.36M
BAWM
54
Bennett Associates Wealth Management
Pennsylvania
$8.13M
KCFA
55
Key Client Fiduciary Advisors
New Jersey
$7.96M
AF
56
Allworth Financial
California
$7.8M
SPIA
57
Steward Partners Investment Advisory
New York
$7.76M
BWA
58
BlueChip Wealth Advisors
Georgia
$7.74M
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$7.57M
JWA
60
JFS Wealth Advisors
Pennsylvania
$7.3M
JWCA
61
J.W. Cole Advisors
Florida
$7.06M
Creative Planning
62
Creative Planning
Kansas
$7.06M
LS
63
Leelyn Smith
Illinois
$6.97M
TCM
64
Triumph Capital Management
Colorado
$6.92M
CAM
65
Cozad Asset Management
Illinois
$6.9M
AAP
66
Arax Advisory Partners
Colorado
$6.8M
CIAS
67
CFS Investment Advisory Services
New Jersey
$6.24M
FFA
68
Farther Finance Advisors
California
$6.21M
IRC
69
Investors Research Corp
Georgia
$6.07M
CFS
70
Compass Financial Services
Iowa
$6.04M
PCG
71
Prosperity Consulting Group
Maryland
$5.93M
HIS
72
Harvest Investment Services
Illinois
$5.79M
IAIM
73
International Assets Investment Management
Florida
$5.77M
MML Investors Services
74
MML Investors Services
Massachusetts
$5.74M
VA
75
VestGen Advisors
Illinois
$5.55M