Two Sigma Investments
FDL icon

Two Sigma Investments’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Two Sigma Investments’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-332,200
Closed -$13.9M – 3292
2024
Q3 		$13.9M Buy
+332,200
New +$13.4M 0.03% 624
2023
Q4 		– Sell
-33,391
Closed -$1.12M – 3217
2023
Q3 		$1.12M Sell
33,391
-32,709
-49% -$1.13M ﹤0.01% 1870
2023
Q2 		$2.25M Buy
+66,100
New +$2.29M 0.01% 1358

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Two Sigma Investments's FDL Position: Q4 2024 in Review

Two Sigma Investments sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2024, closing a stake of 332,200 shares — an estimated $13.9M sold.

Two Sigma Investments first reported a position in FDL in Q2 2023 and held it in 3 quarters. The position peaked at $13.9M in Q3 2024. 405 funds tracked by Wall St. Rank hold FDL as of Q4 2024.

  • Two Sigma Investments reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2024 after selling out during the quarter.
  • Two Sigma Investments sold 332,200 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2024, an estimated $13.9M.
  • Two Sigma Investments first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2023 and held it in 3 quarters.
  • Two Sigma Investments's First Trust Morningstar Dividend Leaders Index Fund position peaked at $13.9M in Q3 2024.
  • 405 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2024.

Based on Two Sigma Investments's 13F filing for Q4 2024, filed 14 Feb 2025.