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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 %
IRC
76
Investors Research Corp
Georgia
$5.09M 121,570 +10,046 +9%
IAA
77
Independent Advisor Alliance
North Carolina
$5M 119,402 +17,088 +17%
CIA
78
Concurrent Investment Advisors
Florida
$4.82M 115,152 -2,425 -2%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$4.74M 113,313 +18,040 +19%
CFS
80
Compass Financial Services
Iowa
$4.68M 111,721 +10,995 +11%
ECA
81
Elevated Capital Advisors
Utah
$4.55M 104,846
GPW
82
Genesis Private Wealth
Virginia
$4.5M 107,504 +2,537 +2%
VAS
83
Vestmark Advisory Solutions
Massachusetts
$4.49M 107,232 +47,629 +80%
PSCM
84
Per Stirling Capital Management
Texas
$4.47M 106,874 +69,470 +186%
SPC
85
Sigma Planning Corp
Michigan
$4.38M 104,582 +18,928 +22%
SWP
86
Stratos Wealth Partners
Ohio
$4.17M 99,505 +569 +0.6%
WWA
87
Wisconsin Wealth Advisors
Wisconsin
$4.1M 97,807 +4,484 +5%
Envestnet Portfolio Solutions
88
Envestnet Portfolio Solutions
Illinois
$4M 95,532 -24,334 -20%
IWM
89
IHT Wealth Management
Illinois
$3.76M 89,795 +17,178 +24%
CAL
90
Capital Analysts LLC
Pennsylvania
$3.74M 89,201 +3,553 +4%
B
91
Barings
North Carolina
$3.7M 88,348 +21,582 +32%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$3.67M 87,697 -7,848 -8%
CIAS
93
CFS Investment Advisory Services
New Jersey
$3.6M 86,059 +3,354 +4%
OC
94
Oppenheimer & Co
New York
$3.57M 85,167 +14,644 +21%
GLA
95
Good Life Advisors
Pennsylvania
$3.56M 85,001 +16,941 +25%
SFG
96
SNS Financial Group
Minnesota
$3.54M 84,508 -1,455 -2%
PWA
97
PCG Wealth Advisors
Kansas
$3.53M 84,212 +1,297 +2%
TWC
98
TD Waterhouse Canada
Ontario, Canada
$3.45M 80,894 +80,894 New
BEI
99
Benjamin Edwards Inc
Missouri
$3.44M 82,255 +611 +0.7%
SL
100
Salomon & Ludwin
Virginia
$3.41M 78,961 -523 -0.7%