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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 %
CWM
126
Collaborative Wealth Management
Florida
$2.29M 54,652 -2,965 -5%
CFCI
127
Comprehensive Financial Consultants Institutional
Indiana
$2.23M 53,222 -595 -1%
AWE
128
Avidian Wealth Enterprises
Texas
$2.2M 52,514 +1,219 +2%
GWM
129
GDS Wealth Management
Texas
$2.16M 51,601 -39,331 -43%
AAS
130
Ameritas Advisory Services
Nebraska
$2.06M 49,196 -29,247 -37%
TFA
131
Teamwork Financial Advisors
Texas
$2.04M 48,843 +1,109 +2%
PI
132
PFG Investments
New York
$2.03M 48,429 +129 +0.3%
CAS
133
Coppell Advisory Solutions
Texas
$2.02M 49,292 -1,496 -3%
OIA
134
OneDigital Investment Advisors
Kansas
$2.01M 48,038 -56 -0.1%
TCM
135
Triumph Capital Management
Colorado
$2M 47,799 -9,732 -17%
PAS
136
PKS Advisory Services
New York
$1.95M 46,654 -294 -0.6%
WS
137
Wedbush Securities
California
$1.95M 46,489 +12,972 +39%
MW
138
Maia Wealth
Colorado
$1.94M 46,337 +16,562 +56%
QCIG
139
Quad-Cities Investment Group
Iowa
$1.93M 46,029 -1,140 -2%
Citigroup
140
Citigroup
New York
$1.91M 45,704 -28,209 -38%
SMC
141
Smith, Moore & Co
Missouri
$1.91M 45,611 +3,348 +8%
HCWM
142
Hidden Cove Wealth Management
Washington
$1.88M 44,955 +44,955 New
IA
143
IFP Advisors
Florida
$1.84M 44,051 +2,954 +7%
SG
144
StoneX Group
New York
$1.8M 43,046 +30,723 +249%
APWA
145
Atlas Private Wealth Advisors
New Jersey
$1.8M 42,952 +42,952 New
AWA
146
Arete Wealth Advisors
Illinois
$1.78M 42,589 +5,250 +14%
VAG
147
VisionPoint Advisory Group
Texas
$1.76M 41,999 +41,999 New
MCCP
148
Mission Creek Capital Partners
California
$1.69M 40,480 +116 +0.3%
KWS
149
Keystone Wealth Services
California
$1.66M 15,918 +15,918 New
US Bancorp
150
US Bancorp
Minnesota
$1.65M 39,409 -296 -0.7%