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First Trust Morningstar Dividend Leaders Index Fund
FDL
FDL
501 hedge funds and large institutions have $4.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 202 increasing their positions, 148 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
8% more funds holding
Funds holding: 466 → 501 (+35)
1.22% more ownership
Funds ownership: 60.81% → 62.03% (+1.2%)
Holders
501
Holding in Top 10
23
Calls
–
Puts
–
Top Buyers
| 1 | +$90.2M | |
| 2 | +$41.5M | |
| 3 | +$28.3M | |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$16.4M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$15.9M |
Top Sellers
| 1 | -$36.6M | |
| 2 | -$35.5M | |
| 3 | -$25M | |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$15.5M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$9.03M |
