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First Trust Morningstar Dividend Leaders Index Fund

362 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

0% more funds holding

Funds holding: 361362 (+1)

6.53% less ownership

Funds ownership: 63.07%56.54% (-6.5%)

9% less capital invested

Capital invested by funds: $2.52B → $2.3B (-$219M)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
362
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.24%
New
37
Increased
114
Reduced
153
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
LS
51
Leelyn Smith
Illinois
$5.99M +$2.01K +55 +0%
JWA
52
JFS Wealth Advisors
Pennsylvania
$5.96M -$147K -4,005 -3%
CAM
53
Cozad Asset Management
Illinois
$5.86M -$276K -7,553 -5%
AC
54
AIFG Consultants
New York
$5.78M -$84.2K -2,300 -2%
RL
55
Retireful LLC
Michigan
$5.56M +$5.29M +144,458 New
HIS
56
Harvest Investment Services
Illinois
$5.53M -$68.7K -1,878 -1%
MF
57
Manchester Financial
California
$5.42M +$1.84M +50,275 +55%
IWC
58
Integrated Wealth Concepts
Massachusetts
$5.27M +$228K +6,224 +5%
NA
59
NewEdge Advisors
Louisiana
$5.18M -$214K -5,833 -4%
MML Investors Services
60
MML Investors Services
Massachusetts
$5.18M -$136K -3,726 -3%
IAIM
61
International Assets Investment Management
Florida
$5.06M +$90.3K +2,468 +2%
BWA
62
BlueChip Wealth Advisors
Georgia
$4.92M +$670K +18,315 +17%
HA
63
HFG Advisors
Ohio
$4.64M +$159K +4,333 +4%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$4.58M -$630K -17,213 -13%
RCAG
65
Rehmann Capital Advisory Group
Michigan
$4.38M +$537K +14,659 +15%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$4.27M +$3.73M +101,770 +1,110%
WIA
67
Wetzel Investment Advisors
Indiana
$4.26M +$114K +3,119 +3%
CIA
68
Concurrent Investment Advisors
Florida
$4.14M -$236K -6,436 -6%
HPC
69
Hobart Private Capital
North Carolina
$4.13M +$1.11M +30,334 +39%
AWS
70
Atria Wealth Solutions
New York
$4.1M -$872K -23,826 -18%
EH
71
Equitable Holdings
New York
$4.08M +$348K +9,517 +10%
SFG
72
SNS Financial Group
Minnesota
$3.98M -$427K -11,669 -10%
PWA
73
PCG Wealth Advisors
Kansas
$3.9M -$1.5M -41,077 -29%
SPC
74
Sigma Planning Corp
Michigan
$3.76M +$1.43M +39,190 +67%
KPWS
75
Kestra Private Wealth Services
Texas
$3.74M -$97.6K -2,665 -3%

FDL Hedge Fund Activity: Q1 2024 in Review

362 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q1 2024, worth a combined $2.3B — down 8.7% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FDL positions and 28 closed out — a net gain of 9 holders — while 114 added to existing stakes and 153 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $69.5M. The largest seller was Morgan Stanley, cutting an estimated $245M.

  • 362 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q1 2024, up from 361 in Q4 2023.
  • Funds reported $2.3B of First Trust Morningstar Dividend Leaders Index Fund stock for Q1 2024, down 8.7% quarter-over-quarter.
  • 37 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q1 2024 and 28 closed out, a net change of +9 holders.
  • The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $69.5M added.
  • The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2024.