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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 %
IWC
126
Integrated Wealth Concepts
Massachusetts
$2.45M +$94.4K +2,172 +4%
LAS
127
LWM Advisory Services
Florida
$2.39M +$2.39M +54,945 New
CFCI
128
Comprehensive Financial Consultants Institutional
Indiana
$2.34M +$190K +4,378 +9%
FTS
129
Fifth Third Securities
Ohio
$2.33M +$2.33M +53,611 New
AWE
130
Avidian Wealth Enterprises
Texas
$2.23M +$4K +92 +0.2%
SCA
131
Snowden Capital Advisors
New York
$2.22M +$24.5K +565 +1%
OP
132
ORG Partners
Indiana
$2.12M -$216 -5 -0%
PI
133
PFG Investments
New York
$2.1M +$392K +9,027 +23%
CAS
134
Coppell Advisory Solutions
Texas
$2.09M +$1.44M +35,029 +222%
OIA
135
OneDigital Investment Advisors
Kansas
$2.09M +$517K +11,892 +33%
GWM
136
Geneos Wealth Management
Colorado
$2.08M +$1.3M +29,997 +168%
TFA
137
Teamwork Financial Advisors
Texas
$2.07M -$63.2K -1,456 -3%
KWM
138
Kingsview Wealth Management
Oregon
$2.06M +$217K +4,986 +12%
QCIG
139
Quad-Cities Investment Group
Iowa
$2.05M +$6.95K +160 +0.3%
PAS
140
PKS Advisory Services
New York
$2.04M -$8.47K -195 -0.4%
VCM
141
Virtue Capital Management
Tennessee
$2.01M +$2.01M +46,310 New
GWP
142
Gateway Wealth Partners
Wisconsin
$1.99M +$291K +6,707 +17%
WA
143
Win Advisors
Florida
$1.91M +$1.91M +44,063 New
SMC
144
Smith, Moore & Co
Missouri
$1.84M +$191K +4,395 +12%
LAS
145
Lloyd Advisory Services
Georgia
$1.83M +$1.83M +42,157 New
IA
146
IFP Advisors
Florida
$1.79M -$40.4K -930 -2%
IA
147
Integrity Alliance
Iowa
$1.78M +$1.78M +41,053 New
MCCP
148
Mission Creek Capital Partners
California
$1.75M -$14K -322 -0.8%
US Bancorp
149
US Bancorp
Minnesota
$1.72M -$20K -460 -1%
1WM
150
1900 Wealth Management
Texas
$1.72M -$47.7K -1,099 -3%