We are live on ! Find out more
FDL icon

First Trust Morningstar Dividend Leaders Index Fund
FDL

353 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% less ownership

Funds ownership: 56.54% → 55.39% (-1.1%)

2% less funds holding

Funds holding: 362 → 353 (-9)

7% less capital invested

Capital invested by funds: $2.3B → $2.13B (-$171M)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

12% less funds holding in top 10

Funds holding in top 10: 17 → 15 (-2)

31% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 150

Holders
353
Holders Change
-9
Holders Change %
-2.49%
% of All Funds
5.1%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
103
Reduced
150
Closed
37
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
+$30K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$67.3M
2
Ameriprise
Ameriprise
Minnesota
+$20.1M
3
FHC
First Heartland Consultants
Missouri
+$7.04M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.36M
5
SFC
Strategic Financial Concepts
Texas
+$5.88M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$16.3M
2
LPL Financial
LPL Financial
California
-$14.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$12.1M
4
LAS
Lloyd Advisory Services
Georgia
-$10.6M
5
Stifel Financial
Stifel Financial
Missouri
-$9.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
276
LaSalle St. Investment Advisors
Illinois
$231K +$231K +6,081 New
BFPW
277
BOK Financial Private Wealth
Colorado
$230K – – –
WANY
278
Wealthspire Advisors (New York)
New York
$228K – – –
SWP
279
Semus Wealth Partners
Florida
$227K -$5.24K -138 -2%
ACP
280
Aveo Capital Partners
Colorado
$226K +$1.21K +32 +0.5%
SEIA
281
Signature Estate & Investment Advisors
California
$226K +$226K +5,956 New
FIM
282
Freedom Investment Management
Connecticut
$221K +$221K +5,829 New
SIM
283
Sterling Investment Management
Arizona
$220K – – –
ACA
284
Aptus Capital Advisors
Alabama
$213K +$213K +5,603 New
BDFN
285
Bond & Devick Financial Network
Minnesota
$209K – – –
SFC
286
Strategic Financial Concepts
Texas
$206K +$5.88M +155,103 +1,737%
USCWA
287
U.S. Capital Wealth Advisors
Texas
$205K – – –
ZB
288
Zions Bancorporation
Utah
$205K +$205K +5,400 New
HGWM
289
Horst & Graben Wealth Management
Oregon
$205K +$1.14K +30 +0.6%
AOG
290
Alpha Omega Group
Virginia
$203K -$53K -1,397 -21%
SFP
291
Sweet Financial Partners
Minnesota
$202K – – –
HCP
292
Hexagon Capital Partners
Arkansas
$201K -$11.4K -300 -5%
ATPW
293
Ashton Thomas Private Wealth
Arizona
$189K -$76K -2,002 -29%
BEI
294
Benjamin Edwards Inc
Missouri
$184K -$124K -3,257 -40%
PA
295
PSI Advisors
Florida
$171K -$7.97K -210 -4%
Bessemer Group
296
Bessemer Group
New Jersey
$165K – – –
EL
297
EMFO LLC
Florida
$154K – – –
TFGT
298
TS Financial Group (TSFG)
Illinois
$152K +$15.4K +405 +11%
BAM
299
Bellevue Asset Management
Washington
$151K – – –
SWM
300
Spire Wealth Management
Virginia
$150K -$29.2K -770 -16%
10 11
12
13 14

FDL Hedge Fund Activity: Q2 2024 in Review

353 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q2 2024, worth a combined $2.13B — down 7.4% from $2.3B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FDL and 33 opened new positions — a net loss of 4 holders — while 150 trimmed existing stakes and 103 added.

The largest buyer was UBS Group, opening a new position worth an estimated $67.3M. The largest seller was Osaic Holdings, cutting an estimated $16.3M.

  • 353 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q2 2024, down from 362 in Q1 2024.
  • Funds reported $2.13B of First Trust Morningstar Dividend Leaders Index Fund stock for Q2 2024, down 7.4% quarter-over-quarter.
  • 33 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q2 2024 and 37 closed out, a net change of -4 holders.
  • The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q2 2024 was UBS Group, an estimated $67.3M added.
  • The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q2 2024 was Osaic Holdings, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2024.