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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
NFG
176
Nations Financial Group
Iowa
$1.32M
BRWA
177
B. Riley Wealth Advisors
Florida
$1.3M
FZCM
178
Flynn Zito Capital Management
New York
$1.29M
AA
179
Advisory Alpha
Michigan
$1.25M
KWS
180
Keystone Wealth Services
California
$1.25M
MIM
181
Moseley Investment Management
Florida
$1.23M
MFG
182
Merit Financial Group
Georgia
$1.22M
CA
183
Continuum Advisory
Idaho
$1.22M
Fidelity Investments
184
Fidelity Investments
Massachusetts
$1.21M
TWP
185
Triad Wealth Partners
Kansas
$1.21M
PSFG
186
Park Square Financial Group
Georgia
$1.19M
AWG
187
Altus Wealth Group
Colorado
$1.17M
SWGC
188
Summit Wealth Group (Colorado)
Colorado
$1.17M
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$1.16M
BAM
190
Belpointe Asset Management
Nevada
$1.16M
MWM
191
Modern Wealth Management
Kansas
$1.16M
CFB
192
Cullen/Frost Bankers
Texas
$1.15M
SMC
193
Smith, Moore & Co
Missouri
$1.15M
ASN
194
Advisory Services Network
Georgia
$1.15M
LWM
195
Lighthouse Wealth Management
Ohio
$1.15M
RBWA
196
RFG - Bristol Wealth Advisors
Massachusetts
$1.14M
CFS
197
Commonwealth Financial Services
West Virginia
$1.14M
TWM
198
TCFG Wealth Management
California
$1.14M
CA
199
Calton & Associates
Florida
$1.13M
DE
200
Diversified Enterprises
Delaware
$1.13M