First Trust Morningstar Dividend Leaders Index Fund
285 hedge funds and large institutions have $1.51B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 120 increasing their positions, 51 reducing their positions, and 17 closing their positions.
288% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 17
135% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 51
86% more funds holding in top 10
Funds holding in top 10: 7 → 13 (+6)
74% more capital invested
Capital invested by funds: $872M → $1.51B (+$641M)
19% more funds holding
Funds holding: 239 → 285 (+46)
10.62% more ownership
Funds ownership: 41.92% → 52.54% (+11%)
29% less call options, than puts
Call options by funds: $10K | Put options by funds: $14K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$186M |
| 2 |
Morgan Stanley
New York
|
+$51M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$41.9M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$40.6M |
| 5 |
LPL Financial
San Diego,
California
|
+$38.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$2.71M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.64M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.61M |
| 4 |
HT
HighTower Trust
Houston,
Texas
|
-$1.22M |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$1.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Simplex Trading
Chicago,
Illinois
| – | +$112 | +3 | New |
|
FDL Hedge Fund Activity: Q2 2022 in Review
285 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q2 2022, worth a combined $1.51B — up 74% from $872M a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new FDL positions and 17 closed out — a net gain of 49 holders — while 120 added to existing stakes and 51 trimmed.
The largest buyer was Ameriprise, adding an estimated $186M. The largest seller was Fulcrum Equity Management, cutting an estimated $2.71M.
- 285 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q2 2022, up from 239 in Q1 2022.
- Funds reported $1.51B of First Trust Morningstar Dividend Leaders Index Fund stock for Q2 2022, up 74% quarter-over-quarter.
- 66 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q2 2022 and 17 closed out, a net change of +49 holders.
- The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q2 2022 was Ameriprise, an estimated $186M added.
- The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q2 2022 was Fulcrum Equity Management, an estimated $2.71M sold.
Based on aggregated 13F filings for Q2 2022.