First Trust Morningstar Dividend Leaders Index Fund
405 hedge funds and large institutions have $2.84B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 25 closing their positions.
172% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 25
47% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 110
16% more capital invested
Capital invested by funds: $2.46B → $2.84B (+$388M)
9% more funds holding
Funds holding: 371 → 405 (+34)
3.43% less ownership
Funds ownership: 61.2% → 57.77% (-3.4%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$60.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$27.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$16M |
| 4 |
Morgan Stanley
New York
|
+$14.7M |
| 5 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$224M |
| 2 |
Two Sigma Investments
New York
|
-$13.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.73M |
| 4 |
RL
Retireful LLC
Haslett,
Michigan
|
-$4.87M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWS
426
Glassman Wealth Services
Vienna,
Virginia
| – | -$22K | -525 | Closed |
|
|
KSB
427
Kennebec Savings Bank
Augusta,
Maine
| – | -$14.9K | -355 | Closed |
|
|
ATS
428
Ashton Thomas Securities
Rochester,
New York
| – | -$12K | -285 | Closed |
|
|
BWP
429
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$9.23K | -220 | Closed |
|
430
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5.24K | -125 | Closed |
|
FDL Hedge Fund Activity: Q4 2024 in Review
405 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q4 2024, worth a combined $2.84B — up 16% from $2.46B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new FDL positions and 25 closed out — a net gain of 43 holders — while 162 added to existing stakes and 110 trimmed.
The largest buyer was Ameriprise, adding an estimated $60.3M. The largest seller was International Assets Investment Management, cutting an estimated $224M.
- 405 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q4 2024, up from 371 in Q3 2024.
- Funds reported $2.84B of First Trust Morningstar Dividend Leaders Index Fund stock for Q4 2024, up 16% quarter-over-quarter.
- 68 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q4 2024 and 25 closed out, a net change of +43 holders.
- The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q4 2024 was Ameriprise, an estimated $60.3M added.
- The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q4 2024 was International Assets Investment Management, an estimated $224M sold.
Based on aggregated 13F filings for Q4 2024.