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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 %
KPWS
76
Kestra Private Wealth Services
Texas
$4.93M +$292K +6,730 +6%
PCG
77
Prosperity Consulting Group
Maryland
$4.88M +$419K +9,653 +9%
IRC
78
Investors Research Corp
Georgia
$4.84M +$555K +12,774 +13%
GA
79
Guerra Advisors
Florida
$4.83M +$4.83M +111,176 New
GPW
80
Genesis Private Wealth
Virginia
$4.56M +$180K +4,149 +4%
ECA
81
Elevated Capital Advisors
Utah
$4.55M -$545K -12,557 -11%
NA
82
NewEdge Advisors
Louisiana
$4.55M +$319K +7,350 +8%
WIA
83
Wetzel Investment Advisors
Indiana
$4.51M -$199K -4,585 -4%
IAA
84
Independent Advisor Alliance
North Carolina
$4.44M -$4.14M -95,287 -48%
AAP
85
Arax Advisory Partners
Colorado
$4.44M +$446K +10,275 +11%
CFS
86
Compass Financial Services
Iowa
$4.38M +$254K +5,847 +6%
RL
87
Retireful LLC
Michigan
$4.36M +$4.36M +81,067 New
JWCA
88
J.W. Cole Advisors
Florida
$4.34M +$1.43M +33,011 +49%
SWP
89
Stratos Wealth Partners
Ohio
$4.3M +$32.4K +745 +0.8%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$4.15M +$205K +4,724 +5%
BAWM
91
Bennett Associates Wealth Management
Pennsylvania
$4.15M -$9.38K -216 -0.2%
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$4.14M +$2.59M +59,509 +166%
WWA
93
Wisconsin Wealth Advisors
Wisconsin
$4.05M +$123K +2,841 +3%
GWM
94
GDS Wealth Management
Texas
$3.95M +$1.16M +26,669 +41%
SFG
95
SNS Financial Group
Minnesota
$3.73M -$178K -4,099 -5%
SPC
96
Sigma Planning Corp
Michigan
$3.72M +$23.4K +538 +0.6%
CAL
97
Capital Analysts LLC
Pennsylvania
$3.72M +$1.48M +34,071 +66%
PWA
98
PCG Wealth Advisors
Kansas
$3.6M +$141K +3,243 +4%
CIAS
99
CFS Investment Advisory Services
New Jersey
$3.59M -$18.8K -433 -0.5%
PSFG
100
Park Square Financial Group
Georgia
$3.55M -$1.39M -31,939 -28%