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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 %
PFA
201
Pinnacle Family Advisors
Missouri
$917K -$55.2K -1,270 -6%
NL
202
NWAM LLC
Washington
$893K -$738 -17 -0.1%
LW
203
Linscomb Wealth
Texas
$892K
CWM
204
Cornerstone Wealth Management
Missouri
$873K +$26K +598 +3%
CIAS
205
Capital Investment Advisory Services
North Carolina
$854K -$108K -2,482 -11%
IWA
206
Icon Wealth Advisors
Texas
$852K
SVWAG
207
Sound View Wealth Advisors Group
Georgia
$847K -$55.6K -1,279 -6%
KAS
208
KPP Advisory Services
Kentucky
$840K -$16.9K -389 -2%
FFN
209
Focus Financial Network
Minnesota
$833K +$833K +19,167 New
TI
210
tru Independence
Oregon
$826K +$1.61K +37 +0.2%
SEIA
211
Signature Estate & Investment Advisors
California
$818K +$376K +8,662 +85%
Tudor Investment Corp
212
Tudor Investment Corp
Connecticut
$811K -$63.6K -1,464 -7%
CW
213
CreativeOne Wealth
Kansas
$774K +$1.48K +34 +0.2%
PIA
214
Perennial Investment Advisors
California
$770K -$97.6K -2,246 -11%
FHA
215
Flagship Harbor Advisors
Massachusetts
$765K +$209K +4,818 +38%
IF
216
Intrua Financial
Texas
$765K -$60.6K -1,395 -7%
NCM
217
Neumann Capital Management
California
$758K
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$745K +$73.1K +1,683 +11%
BAM
219
Belpointe Asset Management
Nevada
$742K -$23.5K -541 -3%
CWM
220
Connecticut Wealth Management
Connecticut
$738K
Bank of New York Mellon
221
Bank of New York Mellon
New York
$734K +$210K +4,843 +40%
ACS
222
Archford Capital Strategies
Illinois
$704K
TWP
223
Triad Wealth Partners
Kansas
$695K +$65.7K +1,512 +10%
KA
224
Kovack Advisors
Florida
$667K -$83.2K -1,915 -11%
FIA
225
Foundations Investment Advisors
Arizona
$655K -$2.42M -55,666 -79%