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First Trust Morningstar Dividend Leaders Index Fund
FDL

239 hedge funds and large institutions have $872M invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

41% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 61

28% more capital invested

Capital invested by funds: $681M → $872M (+$191M)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

10% more funds holding

Funds holding: 217 → 239 (+22)

3.52% more ownership

Funds ownership: 38.4% → 41.92% (+3.5%)

0% more call options, than puts

Call options by funds: $3K | Put options by funds: $3K

Holders
239
Holders Change
+22
Holders Change %
+10.14%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
38
Increased
86
Reduced
61
Closed
13
Calls
$3K
Puts
$3K
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$29M
2
LPL Financial
LPL Financial
California
+$17.5M
3
CA
Cetera Advisors
Colorado
+$15.7M
4
AWM
AE Wealth Management
Kansas
+$12.9M
5
Wells Fargo
Wells Fargo
California
+$12.9M

Top Sellers

1
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$6.66M
2
HA
HFG Advisors
Ohio
-$2.41M
3
UBS Group
UBS Group
Switzerland
-$1.94M
4
HA
HC Advisors
Georgia
-$976K
5
Bessemer Group
Bessemer Group
New Jersey
-$907K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$7.92M +$423K +11,607 +6%
SL
27
Salomon & Ludwin
Virginia
$7.52M -$353K -9,678 -5%
JWA
28
JFS Wealth Advisors
Pennsylvania
$7.33M -$542K -14,876 -7%
FEM
29
Fulcrum Equity Management
Texas
$5.93M +$5.78M +158,515 New
KAS
30
Kestra Advisory Services
Texas
$5.89M +$1.82M +50,022 +47%
KCFA
31
Key Client Fiduciary Advisors
New Jersey
$5.77M +$850K +23,326 +18%
CAM
32
Cozad Asset Management
Illinois
$5.33M +$477K +13,094 +10%
LS
33
Leelyn Smith
Illinois
$5.29M +$193K +5,286 +4%
DADC
34
D.A. Davidson & Co
Montana
$5.12M +$1.05M +28,895 +27%
PAG
35
Private Advisor Group
New Jersey
$4.47M +$7K +192 +0.2%
First Trust Advisors
36
First Trust Advisors
Illinois
$4.37M +$282K +7,740 +7%
AAS
37
Avantax Advisory Services
Texas
$4.31M +$945K +25,918 +29%
ASN
38
Advisory Services Network
Georgia
$4.16M +$65.1K +1,786 +2%
US Bancorp
39
US Bancorp
Minnesota
$3.98M -$716K -19,645 -16%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$3.83M +$3.72M +102,163 New
HIS
41
Harvest Investment Services
Illinois
$3.78M -$49.8K -1,367 -1%
IA
42
IFP Advisors
Florida
$3.67M +$4.48M +122,871 +2,662%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$3.32M +$25K +685 +0.8%
CAN
44
Cetera Advisor Networks
California
$3.16M +$508K +13,940 +20%
HA
45
HFG Advisors
Ohio
$3.09M -$2.41M -66,102 -44%
IRC
46
Investors Research Corp
Georgia
$2.96M -$8.6K -236 -0.3%
TCWM
47
Total Clarity Wealth Management
Illinois
$2.84M -$367K -10,067 -12%
GIA
48
Gladstone Institutional Advisory
Florida
$2.77M +$2.17M +59,580 +416%
SWP
49
Stratos Wealth Partners
Ohio
$2.67M -$706K -19,376 -21%
EH
50
Equitable Holdings
New York
$2.52M +$2.12M +58,120 +632%
1
2
3 4 5

FDL Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q1 2022, worth a combined $872M — up 28% from $681M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FDL positions and 13 closed out — a net gain of 25 holders — while 86 added to existing stakes and 61 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was Shepherd Kaplan Krochuk, exiting entirely with an estimated $6.66M sold.

  • 239 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $872M of First Trust Morningstar Dividend Leaders Index Fund stock for Q1 2022, up 28% quarter-over-quarter.
  • 38 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q1 2022 and 13 closed out, a net change of +25 holders.
  • The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q1 2022 was Morgan Stanley, an estimated $29M added.
  • The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q1 2022 was Shepherd Kaplan Krochuk, an estimated $6.66M sold.

Based on aggregated 13F filings for Q1 2022.