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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 %
BRWA
176
B. Riley Wealth Advisors
Florida
$1.24M 29,712 +29,712 New
LAS
177
LWM Advisory Services
Florida
$1.23M 29,483 -25,462 -46%
GWM
178
Geneos Wealth Management
Colorado
$1.23M 29,296 -18,575 -39%
SOS
179
Silver Oak Securities
Tennessee
$1.22M 29,074 -89,224 -75%
FZCM
180
Flynn Zito Capital Management
New York
$1.2M 28,695 +310 +1%
ACS
181
Archford Capital Strategies
Illinois
$1.19M 28,355 +12,160 +75%
MC
182
Moors & Cabot
Massachusetts
$1.18M 28,238 -2,110 -7%
DIA
183
Dana Investment Advisors
Wisconsin
$1.18M 28,144 +28,144 New
NCM
184
Neumann Capital Management
California
$1.16M 27,750 +10,300 +59%
Fidelity Investments
185
Fidelity Investments
Massachusetts
$1.15M 27,482 +1,003 +4%
MWM
186
Modern Wealth Management
Kansas
$1.14M 27,128 +145 +0.5%
KWA
187
Kingswood Wealth Advisors
California
$1.13M 26,912 +5,435 +25%
PTC
188
Private Trust Company
Ohio
$1.12M 26,839 -5,019 -16%
IA
189
IFG Advisory
Georgia
$1.12M 26,824 +12,666 +89%
AWG
190
Altus Wealth Group
Colorado
$1.12M 26,817 +84 +0.3%
CCFM
191
Clear Creek Financial Management
Washington
$1.11M 26,540 +2,117 +9%
TWM
192
TCFG Wealth Management
California
$1.11M 26,480 -28 -0.1%
WIA
193
World Investment Advisors
California
$1.11M 26,469 +1,484 +6%
SWGC
194
Summit Wealth Group (Colorado)
Colorado
$1.11M 26,438 +26,438 New
Bank of New York Mellon
195
Bank of New York Mellon
New York
$1.1M 26,183 +9,297 +55%
CFS
196
Commonwealth Financial Services
West Virginia
$1.08M 25,753 -714 -3%
DE
197
Diversified Enterprises
Delaware
$1.08M 25,705 -868 -3%
KFP
198
KMG Fiduciary Partners
Ohio
$1.04M 24,773 +483 +2%
PWH
199
Priebe Wealth Holdings
Minnesota
$989K 23,612 +1,385 +6%
BFA
200
Beacon Financial Advisory
Ohio
$977K 23,345 +16,619 +247%