First Trust Morningstar Dividend Leaders Index Fund
205 hedge funds and large institutions have $604M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 62 reducing their positions, and 18 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 62
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
2% more capital invested
Capital invested by funds: $591M → $604M (+$12.7M)
0% more funds holding
Funds holding: 204 → 205 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.11% less ownership
Funds ownership: 38.02% → 36.91% (-1.1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $13K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$6.93M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$5.48M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.43M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$3.61M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.71M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.76M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$6.74M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.75M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.15M |
FDL Hedge Fund Activity: Q2 2021 in Review
205 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q2 2021, worth a combined $604M — up 2.2% from $591M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FDL positions and 18 closed out — a net gain of 3 holders — while 81 added to existing stakes and 62 trimmed.
The largest buyer was Beacon Financial Group, adding an estimated $6.93M. The largest seller was UBS Group, cutting an estimated $8.71M.
- 205 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q2 2021, up from 204 in Q1 2021.
- Funds reported $604M of First Trust Morningstar Dividend Leaders Index Fund stock for Q2 2021, up 2.2% quarter-over-quarter.
- 21 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q2 2021 and 18 closed out, a net change of +3 holders.
- The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q2 2021 was Beacon Financial Group, an estimated $6.93M added.
- The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q2 2021 was UBS Group, an estimated $8.71M sold.
Based on aggregated 13F filings for Q2 2021.