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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
CCFM
201
Clear Creek Financial Management
Washington
$1.12M
MWM
202
Maridea Wealth Management
New York
$1.12M
KFP
203
KMG Fiduciary Partners
Ohio
$1.1M
AFP
204
Ausdal Financial Partners
Iowa
$1.08M
NCM
205
Neumann Capital Management
California
$1.07M
NEPWA
206
New England Private Wealth Advisors
Massachusetts
$1.06M
SWM
207
SHP Wealth Management
Massachusetts
$1.04M
IA
208
IFG Advisory
Georgia
$1.03M
DWP
209
Daymark Wealth Partners
Ohio
$1M
ACS
210
Archford Capital Strategies
Illinois
$991K
LFG
211
Larson Financial Group
Missouri
$967K
KA
212
Kovack Advisors
Florida
$955K
NL
213
NWAM LLC
Washington
$951K
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$937K
LW
215
Linscomb Wealth
Texas
$911K
PFPG
216
Pinnacle Financial Partners (Georgia)
Georgia
$885K
HAG
217
HighPoint Advisor Group
Illinois
$880K
CWM
218
Cornerstone Wealth Management
Missouri
$873K
IWA
219
Icon Wealth Advisors
Texas
$870K
SEIA
220
Signature Estate & Investment Advisors
California
$864K
IF
221
Intrua Financial
Texas
$851K
GVAG
222
Great Valley Advisor Group
Delaware
$839K
SVWAG
223
Sound View Wealth Advisors Group
Georgia
$832K
CIAS
224
Capital Investment Advisory Services
North Carolina
$811K
APWA
225
Atlas Private Wealth Advisors
New Jersey
$799K