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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 %
BEI
101
Benjamin Edwards Inc
Missouri
$3.55M -$122K -2,819 -3%
GVCM
102
Global View Capital Management
Wisconsin
$3.53M +$3.53M +81,225 New
SL
103
Salomon & Ludwin
Virginia
$3.45M -$15.5K -357 -0.4%
AWA
104
Arkadios Wealth Advisors
Georgia
$3.41M +$2.34M +53,895 +218%
DC
105
Davenport & Co
Virginia
$3.41M +$376K +8,659 +12%
FGWP
106
Founders Grove Wealth Partners
Virginia
$3.36M -$29.3K -674 -0.9%
PWS
107
Proactive Wealth Strategies
Georgia
$3.35M -$60K -1,381 -2%
AAS
108
Ameritas Advisory Services
Nebraska
$3.26M +$895K +21,566 +38%
Citigroup
109
Citigroup
New York
$3.21M -$88.4K -2,035 -3%
OPS
110
Orion Portfolio Solutions
Nebraska
$3.18M -$99.3K -2,285 -3%
BCI
111
Brinker Capital Investments
Pennsylvania
$3.18M -$99.3K -2,285 -3%
IWM
112
IHT Wealth Management
Illinois
$3.15M +$65.4K +1,506 +2%
RFA
113
ROI Financial Advisors
Oregon
$3.14M -$90.9K -2,092 -3%
OC
114
Oppenheimer & Co
New York
$3.06M +$198K +4,558 +7%
FFS
115
Forge Financial Services
Oklahoma
$3.02M -$141K -3,243 -4%
TCWM
116
Total Clarity Wealth Management
Illinois
$3.01M
GLA
117
Good Life Advisors
Pennsylvania
$2.96M +$1.82M +41,804 +159%
B
118
Barings
North Carolina
$2.9M -$268K -6,163 -8%
Comerica Bank
119
Comerica Bank
Texas
$2.83M +$69.2K +1,592 +3%
SIG
120
Sargent Investment Group
Maryland
$2.65M +$113K +2,590 +4%
VAS
121
Vestmark Advisory Solutions
Massachusetts
$2.59M -$238K -5,488 -8%
USCWA
122
U.S. Capital Wealth Advisors
Texas
$2.53M +$2.53M +58,313 New
MIM
123
Marshall Investment Management
Colorado
$2.51M +$989K +22,764 +65%
CWM
124
Collaborative Wealth Management
Florida
$2.5M -$4.21K -97 -0.2%
TCM
125
Triumph Capital Management
Colorado
$2.5M +$1.41M +32,531 +130%