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First Trust Morningstar Dividend Leaders Index Fund

436 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 47 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+8
Holders Change %
+1.87%
% of All Funds
5.85%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.23%
New
47
Increased
195
Reduced
122
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PS
151
Principal Securities
Iowa
$1.65M +$152K +3,621 +10%
1WM
152
1900 Wealth Management
Texas
$1.63M -$26.2K -626 -2%
EA
153
Ergawealth Advisors
Illinois
$1.63M +$217K +5,176 +15%
GVAG
154
Great Valley Advisor Group
Delaware
$1.62M +$7.25K +173 +0.4%
AWM
155
AE Wealth Management
Kansas
$1.61M -$5.51M -131,500 -77%
GIA
156
Gladstone Institutional Advisory
Florida
$1.56M +$255K +6,079 +19%
ISFAN
157
Investor's Fiduciary Advisor Network
Washington
$1.55M +$19.3K +460 +1%
SWAG
158
Spectrum Wealth Advisory Group
California
$1.5M -$42.1K -1,006 -3%
GSWM
159
Golden State Wealth Management
California
$1.47M +$89.6K +2,141 +6%
ASN
160
Advisory Services Network
Georgia
$1.42M +$244K +5,766 +21%
FAM
161
Formidable Asset Management
Ohio
$1.4M
FPWM
162
FSB Premier Wealth Management
Iowa
$1.37M +$1.01K +24 +0.1%
EW
163
Entruity Wealth
California
$1.35M +$178K +4,253 +15%
CFD
164
Creative Financial Designs
Indiana
$1.35M +$23.3K +556 +2%
CA
165
CoreCap Advisors
Michigan
$1.33M +$15.6K +372 +1%
SPI
166
Santori & Peters Inc
Pennsylvania
$1.32M +$25.5K +608 +2%
NS
167
NBC Securities
Alabama
$1.32M +$57.2K +1,367 +5%
PA
168
PFG Advisors
Arizona
$1.3M +$610K +6,598 +88%
NFG
169
Nations Financial Group
Iowa
$1.28M +$54.3K +1,297 +4%
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$1.27M +$774K +18,488 +155%
WWM
171
Western Wealth Management
Colorado
$1.27M -$70.2K -1,677 -5%
AA
172
Advisory Alpha
Michigan
$1.27M -$41.5K -992 -3%
MOS
173
MGO One Seven
Ohio
$1.27M -$125K -2,988 -9%
BCI
174
Blue Capital Inc
Nebraska
$1.25M +$1.25M +29,905 New
AI
175
Atria Investments
North Carolina
$1.25M -$231K -5,518 -16%