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First Trust Morningstar Dividend Leaders Index Fund

436 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 47 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+8
Holders Change %
+1.87%
% of All Funds
5.85%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.23%
New
47
Increased
195
Reduced
122
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NEPWA
201
New England Private Wealth Advisors
Massachusetts
$970K +$970K +22,695 New
Jane Street
202
Jane Street
New York
$953K +$953K +22,753 New
FB
203
Finward Bancorp
Indiana
$943K
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$926K +$334K +7,966 +56%
DWP
205
Daymark Wealth Partners
Ohio
$915K -$67.6K -1,614 -7%
TPBG
206
Turning Point Benefit Group
Maryland
$899K +$272K +6,487 +43%
MSAM
207
Moloney Securities Asset Management
Missouri
$894K -$8.54K -204 -0.9%
CA
208
Calton & Associates
Florida
$878K +$454K +10,840 +107%
NL
209
NWAM LLC
Washington
$874K -$4.83K -113 -0.5%
SW
210
SteelPeak Wealth
California
$873K +$873K +20,857 New
LW
211
Linscomb Wealth
Texas
$860K
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$856K -$37.3K -891 -4%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$852K +$134K +3,194 +19%
LFG
214
Larson Financial Group
Missouri
$843K -$69.1K -1,650 -8%
CA
215
Crumly & Associates
Illinois
$838K -$136K -3,246 -14%
CWM
216
Cornerstone Wealth Management
Missouri
$829K -$12.7K -303 -2%
KAS
217
KPP Advisory Services
Kentucky
$825K +$14.5K +346 +2%
SVWAG
218
Sound View Wealth Advisors Group
Georgia
$822K +$6.03K +144 +0.7%
IWA
219
Icon Wealth Advisors
Texas
$821K
SEIA
220
Signature Estate & Investment Advisors
California
$800K +$12.1K +288 +2%
FHA
221
Flagship Harbor Advisors
Massachusetts
$787K +$48.9K +1,168 +7%
CA
222
Continuum Advisory
Idaho
$779K +$343K +8,180 +79%
IF
223
Intrua Financial
Texas
$774K +$36.6K +875 +5%
CIAS
224
Capital Investment Advisory Services
North Carolina
$773K -$51K -1,218 -6%
Vontobel Holding
225
Vontobel Holding
Switzerland
$768K +$205K +4,907 +37%