FDL icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$467M 10,740,662 +1,628,943 +18%
Morgan Stanley
2
Morgan Stanley
New York
$325M 7,475,676 +489,630 +7%
Raymond James Financial
3
Raymond James Financial
Florida
$166M 3,814,503 +651,882 +21%
Ameriprise
4
Ameriprise
Minnesota
$144M 3,320,971 +313,216 +10%
Wells Fargo
5
Wells Fargo
California
$122M 2,804,468 +64,695 +2%
Bank of America
6
Bank of America
North Carolina
$103M 2,369,562 +285,162 +14%
UBS Group
7
UBS Group
Switzerland
$102M 2,346,223 +344,930 +17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$86.5M 1,990,425 +22,429 +1%
RW
9
Rockport Wealth
Ohio
$85.8M 1,974,095 +22,588 +1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$80.9M 1,862,245 +66,375 +4%
Stifel Financial
11
Stifel Financial
Missouri
$78.6M 1,809,737 +621,316 +52%
CAG
12
Csenge Advisory Group
Florida
$71.1M 1,773,862 +32,632 +2%
Creative Planning
13
Creative Planning
Kansas
$67.7M 1,558,529 +1,522,337 +4,206%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$67.1M 1,545,431 -9,922 -0.6%
Osaic Holdings
15
Osaic Holdings
Arizona
$47.9M 1,103,381 -22,460 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$46.5M 1,069,329 +72,047 +7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$44.5M 1,025,010 +195,195 +24%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$42.4M 976,095 -58,511 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$39.5M 909,769 +153,800 +20%
TPWA
20
TRUE Private Wealth Advisors
Oregon
$36.8M 847,215 -109,753 -11%
OCM
21
One Capital Management
California
$27.9M 642,365 +642,365 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$26.9M 618,950 +38,206 +7%
Truist Financial
23
Truist Financial
North Carolina
$26.1M 600,595 +31,423 +6%
PAG
24
Private Advisor Group
New Jersey
$23.1M 530,997 +23,974 +5%
SI
25
Stephens Inc
Arkansas
$22.5M 518,245 -31,359 -6%