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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
JIP
151
Jaffetilchin Investment Partners
Florida
$1.69M
1WM
152
1900 Wealth Management
Texas
$1.67M
PTC
153
Private Trust Company
Ohio
$1.61M
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$1.59M
SOS
155
Silver Oak Securities
Tennessee
$1.59M
NWA
156
Navis Wealth Advisors
New York
$1.58M
NS
157
NBC Securities
Alabama
$1.58M
MOS
158
MGO One Seven
Ohio
$1.58M
FAM
159
Formidable Asset Management
Ohio
$1.56M
AI
160
Atria Investments
North Carolina
$1.5M
FPWM
161
FSB Premier Wealth Management
Iowa
$1.5M
MC
162
Moors & Cabot
Massachusetts
$1.48M
SWAG
163
Spectrum Wealth Advisory Group
California
$1.47M
EW
164
Entruity Wealth
California
$1.47M
TWC
165
TD Waterhouse Canada
Ontario, Canada
$1.46M
SPI
166
Santori & Peters Inc
Pennsylvania
$1.45M
JF
167
Jump Financial
Illinois
$1.45M
WWM
168
Western Wealth Management
Colorado
$1.44M
ISFAN
169
Investor's Fiduciary Advisor Network
Washington
$1.44M
GWM
170
Geneos Wealth Management
Colorado
$1.42M
Citigroup
171
Citigroup
New York
$1.4M
YIH
172
Y-Intercept (HK)
Hong Kong
$1.35M
WWMP
173
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.33M
NFG
174
Nations Financial Group
Iowa
$1.32M
BRWA
175
B. Riley Wealth Advisors
Florida
$1.3M