First Trust Morningstar Dividend Leaders Index Fund
429 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, 162 increasing their positions, 131 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
6% more funds holding
Funds holding: 403 → 429 (+26)
2.32% more ownership
Funds ownership: 57.73% → 60.06% (+2.3%)
Holders
429
Holding in Top 10
20
Calls
–
Puts
–
Top Buyers
| 1 | +$70.8M | |
| 2 | +$66.1M | |
| 3 | +$28.3M | |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$27.9M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$27M |
Top Sellers
| 1 | -$4.77M | |
| 2 | -$4.14M | |
| 3 | -$3.18M | |
| 4 |
JPMorgan Chase & Co
New York
|
-$2.54M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$2.42M |
