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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 %
KPWS
101
Kestra Private Wealth Services
Texas
$3.4M -$1.35M -32,164 -28%
SCA
102
Snowden Capital Advisors
New York
$3.35M +$1.21M +28,901 +57%
FGA
103
Fortis Group Advisors
New Jersey
$3.3M -$3.67M -86,764 -53%
PWS
104
Proactive Wealth Strategies
Georgia
$3.26M +$23.6K +563 +0.7%
DC
105
Davenport & Co
Virginia
$3.22M -$67.6K -1,614 -2%
FGWP
106
Founders Grove Wealth Partners
Virginia
$3.2M -$37.8K -903 -1%
TCWM
107
Total Clarity Wealth Management
Illinois
$3.13M
RFA
108
ROI Financial Advisors
Oregon
$3.06M +$29.4K +701 +1%
AWA
109
Arkadios Wealth Advisors
Georgia
$3.05M -$236K -5,639 -7%
FFA
110
Farther Finance Advisors
California
$3.02M +$1.55M +36,954 +105%
PWM
111
PMG Wealth Management
Illinois
$2.99M +$2.99M +71,393 New
FFS
112
Forge Financial Services
Oklahoma
$2.84M -$106K -2,507 -4%
SF
113
Summit Financial
New Jersey
$2.82M +$1.75M +41,807 +164%
GWP
114
Gateway Wealth Partners
Wisconsin
$2.79M +$878K +20,976 +46%
PSFG
115
Park Square Financial Group
Georgia
$2.75M -$668K -15,945 -20%
Comerica Bank
116
Comerica Bank
Texas
$2.75M +$23.7K +567 +0.9%
WIA
117
Wetzel Investment Advisors
Indiana
$2.72M -$1.63M -38,811 -37%
BCI
118
Brinker Capital Investments
Pennsylvania
$2.65M -$412K -9,849 -13%
SIG
119
Sargent Investment Group
Maryland
$2.58M +$8.02K +190 +0.3%
SWA
120
Stratos Wealth Advisors
Ohio
$2.58M +$2.33M +55,759 +952%
IWC
121
Integrated Wealth Concepts
Massachusetts
$2.5M +$138K +3,298 +6%
RBWA
122
RFG - Bristol Wealth Advisors
Massachusetts
$2.4M +$1.01M +24,058 +72%
RA
123
RiverTree Advisors
Florida
$2.39M +$2.39M +57,028 New
KWM
124
Kingsview Wealth Management
Oregon
$2.38M +$392K +9,374 +20%
OP
125
ORG Partners
Indiana
$2.31M +$219K +5,134 +10%