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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 %
NFG
176
Nations Financial Group
Iowa
$1.27M -$44.5K -1,025 -3%
FZCM
177
Flynn Zito Capital Management
New York
$1.23M +$36.2K +834 +3%
ASN
178
Advisory Services Network
Georgia
$1.21M -$102K -2,357 -8%
EW
179
Entruity Wealth
California
$1.21M -$11.4K -263 -0.9%
GS
180
GTS Securities
New York
$1.21M +$1.21M +27,740 New
MW
181
Maia Wealth
Colorado
$1.19M +$267K +6,677 +29%
MWM
182
Modern Wealth Management
Kansas
$1.17M +$83.2K +1,916 +8%
AWG
183
Altus Wealth Group
Colorado
$1.16M -$2.39K -55 -0.2%
DE
184
Diversified Enterprises
Delaware
$1.15M +$241K +5,537 +26%
TWM
185
TCFG Wealth Management
California
$1.15M -$11K -254 -0.9%
Fidelity Investments
186
Fidelity Investments
Massachusetts
$1.15M +$165K +3,809 +17%
CFS
187
Commonwealth Financial Services
West Virginia
$1.15M -$6.99K -161 -0.6%
SF
188
Summit Financial
New Jersey
$1.11M +$158K +3,628 +17%
AA
189
Armis Advisers
Georgia
$1.09M -$109K -2,508 -9%
WIA
190
World Investment Advisors
California
$1.09M +$174K +4,012 +19%
CCFM
191
Clear Creek Financial Management
Washington
$1.06M +$135K +3,097 +15%
KFP
192
KMG Fiduciary Partners
Ohio
$1.06M -$5.52K -127 -0.5%
DWP
193
Daymark Wealth Partners
Ohio
$1.02M -$233K -5,359 -19%
CA
194
Crumly & Associates
Illinois
$1.01M +$202K +4,657 +25%
FB
195
Finward Bancorp
Indiana
$978K
PWH
196
Priebe Wealth Holdings
Minnesota
$966K -$195K -4,480 -17%
LFG
197
Larson Financial Group
Missouri
$946K +$80.8K +1,860 +9%
MSAM
198
Moloney Securities Asset Management
Missouri
$937K -$437K -10,070 -32%
KWA
199
Kingswood Wealth Advisors
California
$933K +$439K +10,106 +89%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$926K -$28.8K -663 -3%