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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 %
KPWS
101
Kestra Private Wealth Services
Texas
$3.4M 81,218 -32,164 -28%
SCA
102
Snowden Capital Advisors
New York
$3.35M 80,027 +28,901 +57%
FGA
103
Fortis Group Advisors
New Jersey
$3.3M 78,139 -86,764 -53%
PWS
104
Proactive Wealth Strategies
Georgia
$3.26M 77,732 +563 +0.7%
DC
105
Davenport & Co
Virginia
$3.22M 76,809 -1,614 -2%
FGWP
106
Founders Grove Wealth Partners
Virginia
$3.2M 76,434 -903 -1%
TCWM
107
Total Clarity Wealth Management
Illinois
$3.13M 74,742
RFA
108
ROI Financial Advisors
Oregon
$3.06M 73,028 +701 +1%
AWA
109
Arkadios Wealth Advisors
Georgia
$3.05M 72,953 -5,639 -7%
FFA
110
Farther Finance Advisors
California
$3.02M 72,196 +36,954 +105%
PWM
111
PMG Wealth Management
Illinois
$2.99M 71,393 +71,393 New
FFS
112
Forge Financial Services
Oklahoma
$2.84M 67,030 -2,507 -4%
SF
113
Summit Financial
New Jersey
$2.82M 67,280 +41,807 +164%
GWP
114
Gateway Wealth Partners
Wisconsin
$2.79M 66,736 +20,976 +46%
PSFG
115
Park Square Financial Group
Georgia
$2.75M 65,734 -15,945 -20%
Comerica Bank
116
Comerica Bank
Texas
$2.75M 65,630 +567 +0.9%
WIA
117
Wetzel Investment Advisors
Indiana
$2.72M 64,928 -38,811 -37%
BCI
118
Brinker Capital Investments
Pennsylvania
$2.65M 63,284 -9,849 -13%
SIG
119
Sargent Investment Group
Maryland
$2.58M 61,182 +190 +0.3%
SWA
120
Stratos Wealth Advisors
Ohio
$2.58M 61,615 +55,759 +952%
IWC
121
Integrated Wealth Concepts
Massachusetts
$2.5M 59,788 +3,298 +6%
RBWA
122
RFG - Bristol Wealth Advisors
Massachusetts
$2.4M 57,277 +24,058 +72%
RA
123
RiverTree Advisors
Florida
$2.39M 57,028 +57,028 New
KWM
124
Kingsview Wealth Management
Oregon
$2.38M 56,782 +9,374 +20%
OP
125
ORG Partners
Indiana
$2.31M 54,142 +5,134 +10%