First Trust Morningstar Dividend Leaders Index Fund
0
Funds holding %
of 6,780 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
45% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 29
4% more funds holding
Funds holding: 347 [Q2] → 360 (+13) [Q3]
3% more capital invested
Capital invested by funds: $2.37B [Q2] → $2.44B (+$74.2M) [Q3]
0.79% more ownership
Funds ownership: 59.66% [Q2] → 60.44% (+0.79%) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 15 [Q2] → 15 (+0) [Q3]
7% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 133
Research analyst outlook
We haven’t received any recent analyst ratings for FDL.
Financial journalist opinion
Neutral
Zacks Investment Research
2 weeks ago
Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the First Trust Morningstar Dividend Leaders ETF (FDL), a passively managed exchange traded fund launched on 03/09/2006.
Positive
Seeking Alpha
2 months ago
FDL: Dividend Growth ETF With Lackluster Return And Quality
First Trust Morningstar Dividend Leaders Index Fund (FDL) is invested in 100 stocks featuring high yields and dividend growth. FDL is well diversified across sectors, but quite concentrated in its top holdings. Valuation and dividend growth are attractive, but growth, quality and historical return are underwhelming.
Neutral
Zacks Investment Research
2 months ago
Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the First Trust Morningstar Dividend Leaders ETF (FDL), a passively managed exchange traded fund launched on 03/09/2006.
Neutral
Zacks Investment Research
4 months ago
Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the First Trust Morningstar Dividend Leaders ETF (FDL), a passively managed exchange traded fund launched on 03/09/2006.
Neutral
Seeking Alpha
5 months ago
FDL: Dividend Aristocrats Are A Tired, Old Strategy
First Trust Morningstar Dividend Leaders Index Fund ETF is well-constructed, but passive dividend stock indexing has issues. FDL prioritizes dividend stability and growth, but market volatility and cyclical nature of dividend stocks pose risks. I prefer a more active approach to dividend stock investing over traditional buy and hold strategies like FDL.
Positive
Seeking Alpha
6 months ago
FDL: Yield And Valuation Are Attractive, But Not Quality
First Trust Morningstar Dividend Leaders Index Fund ETF holds 90 stocks of companies with higher yields and 5-year dividend growth. The FDL ETF is well diversified across sectors, but quite concentrated in financials and its top holdings. FDL is inferior to the Russell 1000 Index in terms of performance, quality, and growth metrics, but has outperformed competitors for 3 years.
Neutral
Zacks Investment Research
6 months ago
Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the First Trust Morningstar Dividend Leaders ETF (FDL), a passively managed exchange traded fund launched on 03/09/2006.
Positive
Zacks Investment Research
7 months ago
Philip Morris Beats Estimates in Q1 Earnings: ETFs in Focus
Philip Morris beat expectations for both revenues and earnings, driven by robust pricing and increased product volumes.
Negative
Zacks Investment Research
7 months ago
ETFs in Focus Post IBM's Q1 Revenue Miss, HashiCorp Deal
International Business Machines (IBM) beat estimates for earnings but missed the same for revenues. Shares are declining following earnings announcement.
Neutral
Seeking Alpha
8 months ago
DGI ETF Investors: Don't Make These Common Mistakes When Screening
DGI investors buy companies with long histories of increasing dividend payments. The strategy works because it shifts investors' attention to regular income payments, meaning they'll stay invested for longer. ETFs can supercharge the DGI strategy through rebalancings, regularly allocating more to higher-yielding stocks. In addition, investors can take advantage of an ETF's unique structure to avoid tax consequences. However, ETF screeners, as currently designed, are inadequate for DGI investors. They provide little to no information about an ETF's dividend safety, growth, or quality.
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