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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
NLP
76
Next Level Private
New York
$3.72M -$6.22K -170 -0.2%
Renaissance Technologies
77
Renaissance Technologies
New York
$3.51M +$3.34M +91,300 New
BAWM
78
Bennett Associates Wealth Management
Pennsylvania
$3.51M +$249K +6,792 +8%
BCI
79
Brinker Capital Investments
Pennsylvania
$3.48M -$495K -13,535 -13%
OPS
80
Orion Portfolio Solutions
Nebraska
$3.48M -$495K -13,535 -13%
SWP
81
Stratos Wealth Partners
Ohio
$3.43M +$288K +7,878 +10%
CFD
82
Creative Financial Designs
Indiana
$3.4M +$72.8K +1,990 +2%
Mariner
83
Mariner
Kansas
$3.39M +$166K +4,530 +5%
IAA
84
Independent Advisor Alliance
North Carolina
$3.37M +$1.35M +36,936 +73%
SCA
85
Snowden Capital Advisors
New York
$3.26M -$177K -4,840 -5%
AI
86
Atria Investments
North Carolina
$3.18M -$1.37M -37,307 -31%
GWM
87
GDS Wealth Management
Texas
$3.08M -$971K -26,530 -25%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$3.04M +$11.3K +310 +0.4%
Comerica Bank
89
Comerica Bank
Texas
$2.99M -$55.5K -1,515 -2%
TFA
90
Teamwork Financial Advisors
Texas
$2.97M -$657K -17,938 -19%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$2.92M -$325K -8,886 -10%
TCWM
92
Total Clarity Wealth Management
Illinois
$2.89M +$915 +25 +0%
IRC
93
Investors Research Corp
Georgia
$2.85M +$173K +4,736 +7%
FIA
94
Foundations Investment Advisors
Arizona
$2.83M +$39.2K +1,072 +1%
Citigroup
95
Citigroup
New York
$2.82M +$12.7K +346 +0.5%
WEG
96
World Equity Group
Illinois
$2.82M -$1.59M -43,347 -37%
OIA
97
OneDigital Investment Advisors
Kansas
$2.81M +$243K +6,625 +10%
RFA
98
ROI Financial Advisors
Oregon
$2.76M -$83.8K -2,289 -3%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$2.75M -$2.68M -73,208 -51%
VF
100
Virtu Financial
New York
$2.6M +$288K +7,880 +13%

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.