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First Trust Morningstar Dividend Leaders Index Fund

435 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 46 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+7
Holders Change %
+1.64%
% 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
46
Increased
195
Reduced
122
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IRC
76
Investors Research Corp
Georgia
$5.09M +$421K +10,046 +9%
IAA
77
Independent Advisor Alliance
North Carolina
$5M +$715K +17,088 +17%
CIA
78
Concurrent Investment Advisors
Florida
$4.82M -$102K -2,425 -2%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$4.74M +$755K +18,040 +19%
CFS
80
Compass Financial Services
Iowa
$4.68M +$460K +10,995 +11%
ECA
81
Elevated Capital Advisors
Utah
$4.55M
GPW
82
Genesis Private Wealth
Virginia
$4.5M +$106K +2,537 +2%
VAS
83
Vestmark Advisory Solutions
Massachusetts
$4.49M +$1.99M +47,629 +80%
PSCM
84
Per Stirling Capital Management
Texas
$4.47M +$2.91M +69,470 +186%
SPC
85
Sigma Planning Corp
Michigan
$4.38M +$793K +18,928 +22%
SWP
86
Stratos Wealth Partners
Ohio
$4.17M +$23.8K +569 +0.6%
WWA
87
Wisconsin Wealth Advisors
Wisconsin
$4.1M +$188K +4,484 +5%
Envestnet Portfolio Solutions
88
Envestnet Portfolio Solutions
Illinois
$4M -$1.02M -24,334 -20%
IWM
89
IHT Wealth Management
Illinois
$3.76M +$719K +17,178 +24%
CAL
90
Capital Analysts LLC
Pennsylvania
$3.74M +$149K +3,553 +4%
B
91
Barings
North Carolina
$3.7M +$904K +21,582 +32%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$3.67M -$329K -7,848 -8%
CIAS
93
CFS Investment Advisory Services
New Jersey
$3.6M +$140K +3,354 +4%
OC
94
Oppenheimer & Co
New York
$3.57M +$613K +14,644 +21%
GLA
95
Good Life Advisors
Pennsylvania
$3.56M +$709K +16,941 +25%
SFG
96
SNS Financial Group
Minnesota
$3.54M -$60.9K -1,455 -2%
PWA
97
PCG Wealth Advisors
Kansas
$3.53M +$54.3K +1,297 +2%
TWC
98
TD Waterhouse Canada
Ontario, Canada
$3.45M +$3.45M +80,894 New
BEI
99
Benjamin Edwards Inc
Missouri
$3.44M +$25.6K +611 +0.7%
SL
100
Salomon & Ludwin
Virginia
$3.41M -$22.6K -523 -0.7%