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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 %
PS
151
Principal Securities
Iowa
$1.65M 39,345 +3,621 +10%
1WM
152
1900 Wealth Management
Texas
$1.63M 39,047 -626 -2%
EA
153
Ergawealth Advisors
Illinois
$1.63M 39,000 +5,176 +15%
GVAG
154
Great Valley Advisor Group
Delaware
$1.62M 38,725 +173 +0.4%
AWM
155
AE Wealth Management
Kansas
$1.61M 38,485 -131,500 -77%
GIA
156
Gladstone Institutional Advisory
Florida
$1.56M 37,305 +6,079 +19%
ISFAN
157
Investor's Fiduciary Advisor Network
Washington
$1.55M 36,915 +460 +1%
SWAG
158
Spectrum Wealth Advisory Group
California
$1.5M 35,766 -1,006 -3%
GSWM
159
Golden State Wealth Management
California
$1.47M 35,137 +2,141 +6%
ASN
160
Advisory Services Network
Georgia
$1.42M 33,716 +5,766 +21%
FAM
161
Formidable Asset Management
Ohio
$1.4M 32,232
FPWM
162
FSB Premier Wealth Management
Iowa
$1.37M 32,712 +24 +0.1%
EW
163
Entruity Wealth
California
$1.35M 32,154 +4,253 +15%
CFD
164
Creative Financial Designs
Indiana
$1.35M 32,151 +556 +2%
CA
165
CoreCap Advisors
Michigan
$1.33M 31,720 +372 +1%
SPI
166
Santori & Peters Inc
Pennsylvania
$1.32M 31,608 +608 +2%
NS
167
NBC Securities
Alabama
$1.32M 31,606 +1,367 +5%
PA
168
PFG Advisors
Arizona
$1.3M 14,070 +6,598 +88%
NFG
169
Nations Financial Group
Iowa
$1.28M 30,473 +1,297 +4%
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$1.27M 30,438 +18,488 +155%
WWM
171
Western Wealth Management
Colorado
$1.27M 30,423 -1,677 -5%
AA
172
Advisory Alpha
Michigan
$1.27M 30,421 -992 -3%
MOS
173
MGO One Seven
Ohio
$1.27M 30,382 -2,988 -9%
BCI
174
Blue Capital Inc
Nebraska
$1.25M 29,905 +29,905 New
AI
175
Atria Investments
North Carolina
$1.25M 29,859 -5,518 -16%