FDL icon

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
AOWM
126
Asset One Wealth Management
Washington
$2.39M
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$2.31M
TFA
128
Teamwork Financial Advisors
Texas
$2.3M
PI
129
PFG Investments
New York
$2.27M
IWC
130
Integrated Wealth Concepts
Massachusetts
$2.24M
AWA
131
Arete Wealth Advisors
Illinois
$2.21M
BFA
132
Beacon Financial Advisory
Ohio
$2.17M
BCI
133
Brinker Capital Investments
Pennsylvania
$2.14M
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$2.12M
US Bancorp
135
US Bancorp
Minnesota
$2.06M
MIM
136
Marshall Investment Management
Colorado
$2.03M
AWM
137
AE Wealth Management
Kansas
$2.01M
FGA
138
Fortis Group Advisors
New Jersey
$1.96M
IA
139
IFP Advisors
Florida
$1.96M
QCIG
140
Quad-Cities Investment Group
Iowa
$1.95M
SA
141
Sanctuary Advisors
Indiana
$1.94M
PAS
142
PKS Advisory Services
New York
$1.91M
KWA
143
Kingswood Wealth Advisors
California
$1.88M
GSWM
144
Golden State Wealth Management
California
$1.83M
Natixis Advisors
145
Natixis Advisors
Massachusetts
$1.79M
SKK
146
Shepherd Kaplan Krochuk
Massachusetts
$1.78M
CAS
147
Coppell Advisory Solutions
Texas
$1.77M
GIA
148
Gladstone Institutional Advisory
Florida
$1.75M
MCCP
149
Mission Creek Capital Partners
California
$1.73M
Renaissance Technologies
150
Renaissance Technologies
New York
$1.72M