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First Trust Morningstar Dividend Leaders Index Fund

460 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 63 funds opening new positions, 177 increasing their positions, 147 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
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
MWM
201
Maridea Wealth Management
New York
$1.12M
KFP
202
KMG Fiduciary Partners
Ohio
$1.1M
AFP
203
Ausdal Financial Partners
Iowa
$1.08M
NCM
204
Neumann Capital Management
California
$1.07M
NEPWA
205
New England Private Wealth Advisors
Massachusetts
$1.06M
SWM
206
SHP Wealth Management
Massachusetts
$1.04M
IA
207
IFG Advisory
Georgia
$1.03M
DWP
208
Daymark Wealth Partners
Ohio
$1M
ACS
209
Archford Capital Strategies
Illinois
$991K
LFG
210
Larson Financial Group
Missouri
$967K
KA
211
Kovack Advisors
Florida
$955K
NL
212
NWAM LLC
Washington
$951K
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$937K
LW
214
Linscomb Wealth
Texas
$911K
PFPG
215
Pinnacle Financial Partners (Georgia)
Georgia
$885K
CWM
216
Cornerstone Wealth Management
Missouri
$873K
IWA
217
Icon Wealth Advisors
Texas
$870K
SEIA
218
Signature Estate & Investment Advisors
California
$864K
IF
219
Intrua Financial
Texas
$851K
GVAG
220
Great Valley Advisor Group
Delaware
$839K
SVWAG
221
Sound View Wealth Advisors Group
Georgia
$832K
CIAS
222
Capital Investment Advisory Services
North Carolina
$811K
APWA
223
Atlas Private Wealth Advisors
New Jersey
$799K
CA
224
Crumly & Associates
Illinois
$791K
BW
225
Basepoint Wealth
Iowa
$788K