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First Trust Morningstar Dividend Leaders Index Fund

210 hedge funds and large institutions have $740M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

529% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 7

113% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 40

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

20% more funds holding

Funds holding: 175210 (+35)

14% more capital invested

Capital invested by funds: $647M → $740M (+$92.9M)

1.59% more ownership

Funds ownership: 38.54%40.13% (+1.6%)

Holders
210
Holders Change
+35
Holders Change %
+20%
% of All Funds
4.14%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
44
Increased
85
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthPLAN Partners
Nebraska
$1M +$120K +3,773 +14%
JP Morgan Chase
77
JP Morgan Chase
New York
$979K +$14.4K +454 +2%
Citigroup
78
Citigroup
New York
$955K +$22.2K +699 +2%
RFN
79
RDA Financial Network
Iowa
$901K -$64.8K -2,035 -7%
BPWA
80
Beacon Pointe Wealth Advisors
California
$886K +$9.17K +288 +1%
MC
81
Moors & Cabot
Massachusetts
$867K -$1.53K -48 -0.2%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$863K +$843K +26,478 New
MHS
83
M Holdings Securities
Oregon
$832K +$332K +10,426 +69%
ACA
84
Aptus Capital Advisors
Alabama
$814K +$796K +25,001 New
AIC
85
Ameritas Investment Company
Nebraska
$810K +$128K +4,037 +19%
IA
86
IFG Advisory
Georgia
$808K +$5.76K +181 +0.7%
SPC
87
Sigma Planning Corp
Michigan
$806K +$333K +10,466 +73%
OIA
88
OneDigital Investment Advisors
Kansas
$804K +$350 +11 +0%
NWM
89
Northwest Wealth Management
Iowa
$801K -$287K -9,023 -27%
CA
90
Continuum Advisory
Idaho
$797K -$97.1K -3,050 -11%
WI
91
Wintrust Investments
Illinois
$793K +$90.1K +2,832 +13%
SWM
92
SeaCrest Wealth Management
New York
$777K -$10.7K -335 -1%
Jane Street
93
Jane Street
New York
$774K +$75.4K +2,370 +11%
CFGS
94
Concourse Financial Group Securities
Alabama
$765K +$168K +5,288 +29%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$758K +$741K +23,270 New
SS
96
Sunbelt Securities
Texas
$699K +$233K +7,334 +52%
AWM
97
AE Wealth Management
Kansas
$676K +$6.65K +209 +1%
AWA
98
Arkadios Wealth Advisors
Georgia
$663K +$660K +20,754 New
WWM
99
Western Wealth Management
Colorado
$659K +$64.2K +2,017 +11%
NFG
100
Next Financial Group
Texas
$659K +$86.8K +2,728 +16%

FDL Hedge Fund Activity: Q4 2019 in Review

210 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q4 2019, worth a combined $740M — up 14% from $647M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FDL positions and 7 closed out — a net gain of 37 holders — while 85 added to existing stakes and 40 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $17M. The largest seller was Mariner Independent Advisor Network, cutting an estimated $8.69M.

  • 210 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q4 2019, up from 175 in Q3 2019.
  • Funds reported $740M of First Trust Morningstar Dividend Leaders Index Fund stock for Q4 2019, up 14% quarter-over-quarter.
  • 44 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q4 2019 and 7 closed out, a net change of +37 holders.
  • The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q4 2019 was Truist Financial, an estimated $17M added.
  • The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q4 2019 was Mariner Independent Advisor Network, an estimated $8.69M sold.

Based on aggregated 13F filings for Q4 2019.