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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 %
PCA
151
Prosperity Capital Advisors
Ohio
$1.69M +$1.69M +39,235 New
GVAG
152
Great Valley Advisor Group
Delaware
$1.67M +$1.4M +32,277 +514%
PSCM
153
Per Stirling Capital Management
Texas
$1.62M +$1.62M +37,404 New
AWA
154
Arete Wealth Advisors
Illinois
$1.62M +$8.69K +200 +0.5%
SWAG
155
Spectrum Wealth Advisory Group
California
$1.6M -$190K -4,378 -11%
ISFAN
156
Investor's Fiduciary Advisor Network
Washington
$1.58M -$27.2K -626 -2%
AI
157
Atria Investments
North Carolina
$1.54M -$40.8K -939 -3%
FFA
158
Farther Finance Advisors
California
$1.52M -$191K -4,418 -11%
EA
159
Ergawealth Advisors
Illinois
$1.47M +$952K +21,907 +184%
WS
160
Wedbush Securities
California
$1.46M +$7.26K +167 +0.5%
MOS
161
MGO One Seven
Ohio
$1.45M -$43.2K -995 -3%
RBWA
162
RFG - Bristol Wealth Advisors
Massachusetts
$1.44M +$9.82K +226 +0.7%
PS
163
Principal Securities
Iowa
$1.44M
GSWM
164
Golden State Wealth Management
California
$1.43M +$643K +14,794 +81%
FPWM
165
FSB Premier Wealth Management
Iowa
$1.42M +$25.5K +588 +2%
FAM
166
Formidable Asset Management
Ohio
$1.4M +$51.7K +1,190 +4%
WWM
167
Western Wealth Management
Colorado
$1.39M +$170K +3,913 +14%
PTC
168
Private Trust Company
Ohio
$1.38M +$35.4K +814 +3%
CFD
169
Creative Financial Designs
Indiana
$1.37M -$216K -4,978 -14%
AA
170
Advisory Alpha
Michigan
$1.36M -$72.6K -1,671 -5%
CA
171
CoreCap Advisors
Michigan
$1.36M +$128K +2,937 +10%
GIA
172
Gladstone Institutional Advisory
Florida
$1.36M -$249K -5,736 -16%
SPI
173
Santori & Peters Inc
Pennsylvania
$1.35M -$115K -2,650 -8%
MC
174
Moors & Cabot
Massachusetts
$1.32M +$121K +2,784 +10%
NS
175
NBC Securities
Alabama
$1.31M +$1.31M +30,209 +100,697%