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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
FZCM
176
Flynn Zito Capital Management
New York
$1.29M
CAL
177
Capital Analysts LLC
Pennsylvania
$1.27M
AA
178
Advisory Alpha
Michigan
$1.25M
KWS
179
Keystone Wealth Services
California
$1.25M
MIM
180
Moseley Investment Management
Florida
$1.23M
MFG
181
Merit Financial Group
Georgia
$1.22M
CA
182
Continuum Advisory
Idaho
$1.22M
Fidelity Investments
183
Fidelity Investments
Massachusetts
$1.21M
TWP
184
Triad Wealth Partners
Kansas
$1.21M
PSFG
185
Park Square Financial Group
Georgia
$1.19M
AWG
186
Altus Wealth Group
Colorado
$1.17M
SWGC
187
Summit Wealth Group (Colorado)
Colorado
$1.17M
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$1.16M
BAM
189
Belpointe Asset Management
Nevada
$1.16M
MWM
190
Modern Wealth Management
Kansas
$1.16M
CFB
191
Cullen/Frost Bankers
Texas
$1.15M
SMC
192
Smith, Moore & Co
Missouri
$1.15M
ASN
193
Advisory Services Network
Georgia
$1.15M
LWM
194
Lighthouse Wealth Management
Ohio
$1.15M
RBWA
195
RFG - Bristol Wealth Advisors
Massachusetts
$1.14M
CFS
196
Commonwealth Financial Services
West Virginia
$1.14M
TWM
197
TCFG Wealth Management
California
$1.14M
CA
198
Calton & Associates
Florida
$1.13M
DE
199
Diversified Enterprises
Delaware
$1.13M
CCFM
200
Clear Creek Financial Management
Washington
$1.12M