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First Trust Morningstar Dividend Leaders Index Fund

460 hedge funds and large institutions have $3.72B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 177 increasing their positions, 147 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
101
Total Clarity Wealth Management
Illinois
$3.31M
FGWP
102
Founders Grove Wealth Partners
Virginia
$3.31M
DC
103
Davenport & Co
Virginia
$3.29M
WIA
104
World Investment Advisors
California
$3.27M
OFS
105
OneAscent Financial Services
Alabama
$3.26M
SFG
106
SNS Financial Group
Minnesota
$3.23M
RFA
107
ROI Financial Advisors
Oregon
$3.22M
TPBG
108
Turning Point Benefit Group
Maryland
$3.16M
MPIA
109
Milestones Private Investment Advisors
New York
$3.09M
KWM
110
Kingsview Wealth Management
Oregon
$3.06M
PS
111
Principal Securities
Iowa
$3.04M
SWA
112
Stratos Wealth Advisors
Ohio
$3.02M
HCWM
113
Hidden Cove Wealth Management
Washington
$3.01M
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$2.94M
Comerica Bank
115
Comerica Bank
Texas
$2.89M
FFS
116
Forge Financial Services
Oklahoma
$2.83M
WIA
117
Wetzel Investment Advisors
Indiana
$2.81M
VAG
118
VisionPoint Advisory Group
Texas
$2.72M
OP
119
ORG Partners
Indiana
$2.62M
NEWAS
120
N.E.W. Advisory Services
Wisconsin
$2.53M
AWE
121
Avidian Wealth Enterprises
Texas
$2.49M
CWM
122
Collaborative Wealth Management
Florida
$2.47M
CFCI
123
Comprehensive Financial Consultants Institutional
Indiana
$2.42M
SIG
124
Sargent Investment Group
Maryland
$2.39M
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$2.39M