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First Trust Morningstar Dividend Leaders Index Fund

466 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 66 funds opening new positions, 178 increasing their positions, 148 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
MCCP
151
Mission Creek Capital Partners
California
$1.73M
Renaissance Technologies
152
Renaissance Technologies
New York
$1.72M
JIP
153
Jaffetilchin Investment Partners
Florida
$1.69M
1WM
154
1900 Wealth Management
Texas
$1.67M
PTC
155
Private Trust Company
Ohio
$1.61M
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$1.59M
SOS
157
Silver Oak Securities
Tennessee
$1.59M
NWA
158
Navis Wealth Advisors
New York
$1.58M
NS
159
NBC Securities
Alabama
$1.58M
MOS
160
MGO One Seven
Ohio
$1.58M
FAM
161
Formidable Asset Management
Ohio
$1.56M
AI
162
Atria Investments
North Carolina
$1.5M
FPWM
163
FSB Premier Wealth Management
Iowa
$1.5M
MC
164
Moors & Cabot
Massachusetts
$1.48M
SWAG
165
Spectrum Wealth Advisory Group
California
$1.47M
EW
166
Entruity Wealth
California
$1.47M
TWC
167
TD Waterhouse Canada
Ontario, Canada
$1.46M
SPI
168
Santori & Peters Inc
Pennsylvania
$1.45M
JF
169
Jump Financial
Illinois
$1.45M
WWM
170
Western Wealth Management
Colorado
$1.44M
ISFAN
171
Investor's Fiduciary Advisor Network
Washington
$1.44M
GWM
172
Geneos Wealth Management
Colorado
$1.42M
Citigroup
173
Citigroup
New York
$1.4M
YIH
174
Y-Intercept (HK)
Hong Kong
$1.35M
WWMP
175
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.33M