First Trust Morningstar Dividend Leaders Index Fund
239 hedge funds and large institutions have $872M invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 61 reducing their positions, and 13 closing their positions.
192% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 13
41% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 61
28% more capital invested
Capital invested by funds: $681M → $872M (+$191M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
10% more funds holding
Funds holding: 217 → 239 (+22)
3.52% more ownership
Funds ownership: 38.4% → 41.92% (+3.5%)
0% more call options, than puts
Call options by funds: $3K | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29M |
| 2 |
LPL Financial
San Diego,
California
|
+$17.5M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$15.7M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$12.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$6.66M |
| 2 |
HA
HFG Advisors
Cincinatti,
Ohio
|
-$2.41M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.94M |
| 4 |
HA
HC Advisors
Sandy Springs,
Georgia
|
-$976K |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$907K |
FDL Hedge Fund Activity: Q1 2022 in Review
239 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q1 2022, worth a combined $872M — up 28% from $681M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new FDL positions and 13 closed out — a net gain of 25 holders — while 86 added to existing stakes and 61 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was Shepherd Kaplan Krochuk, exiting entirely with an estimated $6.66M sold.
- 239 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q1 2022, up from 217 in Q4 2021.
- Funds reported $872M of First Trust Morningstar Dividend Leaders Index Fund stock for Q1 2022, up 28% quarter-over-quarter.
- 38 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q1 2022 and 13 closed out, a net change of +25 holders.
- The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q1 2022 was Morgan Stanley, an estimated $29M added.
- The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q1 2022 was Shepherd Kaplan Krochuk, an estimated $6.66M sold.
Based on aggregated 13F filings for Q1 2022.