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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 %
NEPWA
201
New England Private Wealth Advisors
Massachusetts
$970K 22,695 +22,695 New
Jane Street
202
Jane Street
New York
$953K 22,753 +22,753 New
FB
203
Finward Bancorp
Indiana
$943K 22,517
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$926K 22,117 +7,966 +56%
DWP
205
Daymark Wealth Partners
Ohio
$915K 21,846 -1,614 -7%
TPBG
206
Turning Point Benefit Group
Maryland
$899K 21,474 +6,487 +43%
MSAM
207
Moloney Securities Asset Management
Missouri
$894K 21,363 -204 -0.9%
CA
208
Calton & Associates
Florida
$878K 20,975 +10,840 +107%
NL
209
NWAM LLC
Washington
$874K 20,446 -113 -0.5%
SW
210
SteelPeak Wealth
California
$873K 20,857 +20,857 New
LW
211
Linscomb Wealth
Texas
$860K 20,540
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$856K 20,436 -891 -4%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$852K 20,340 +3,194 +19%
LFG
214
Larson Financial Group
Missouri
$843K 20,129 -1,650 -8%
CA
215
Crumly & Associates
Illinois
$838K 20,005 -3,246 -14%
CWM
216
Cornerstone Wealth Management
Missouri
$829K 19,790 -303 -2%
KAS
217
KPP Advisory Services
Kentucky
$825K 19,694 +346 +2%
SVWAG
218
Sound View Wealth Advisors Group
Georgia
$822K 19,644 +144 +0.7%
IWA
219
Icon Wealth Advisors
Texas
$821K 19,620
SEIA
220
Signature Estate & Investment Advisors
California
$800K 19,118 +288 +2%
FHA
221
Flagship Harbor Advisors
Massachusetts
$787K 18,785 +1,168 +7%
CA
222
Continuum Advisory
Idaho
$779K 18,598 +8,180 +79%
IF
223
Intrua Financial
Texas
$774K 18,484 +875 +5%
CIAS
224
Capital Investment Advisory Services
North Carolina
$773K 18,452 -1,218 -6%
Vontobel Holding
225
Vontobel Holding
Switzerland
$768K 18,348 +4,907 +37%