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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
RW
101
RVW Wealth
California
$656K -$6.11K -192 -0.9%
VFA
102
Voya Financial Advisors
Connecticut
$654K -$5.22K -164 -0.8%
CWM
103
Connecticut Wealth Management
Connecticut
$652K
OC
104
Oppenheimer & Co
New York
$640K +$72.4K +2,274 +13%
JIP
105
Jaffetilchin Investment Partners
Florida
$629K -$75.3K -2,365 -11%
SCA
106
Snowden Capital Advisors
New York
$627K +$114K +3,570 +23%
SBWM
107
Sunflower Bank Wealth Management
Arizona
$590K +$15.3K +480 +3%
WEC
108
Winslow Evans & Crocker
Massachusetts
$590K +$19.9K +624 +4%
AI
109
Atria Investments
North Carolina
$572K +$127K +4,001 +30%
RJT
110
Raymond James Trust
Florida
$571K -$7.19K -226 -1%
MOS
111
MGO One Seven
Ohio
$551K +$5.25K +165 +1%
TFA
112
Teamwork Financial Advisors
Texas
$540K +$527K +16,565 New
AA
113
Ancora Advisors
Ohio
$519K -$8.27K -260 -2%
FAM
114
Formidable Asset Management
Ohio
$512K
HR
115
Hayden Royal
North Carolina
$502K +$41.5K +1,304 +9%
RIA
116
Regal Investment Advisors
Michigan
$498K +$9.07K +285 +2%
ONB
117
Old National Bancorp
Indiana
$496K -$65.9K -2,072 -12%
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$488K -$37.5K -1,178 -7%
SFG
119
SNS Financial Group
Minnesota
$453K
1IA
120
1834 Investment Advisors
Wisconsin
$425K
CP
121
Camelot Portfolios
Ohio
$407K +$1.37K +43 +0.3%
CIAS
122
Capital Investment Advisory Services
North Carolina
$407K +$134K +4,200 +51%
FAIM
123
Financial Advocates Investment Management
Washington
$391K +$18.6K +586 +5%
SFG
124
StrategIQ Financial Group
Indiana
$387K -$43K -1,350 -10%
1W
125
1776 Wealth
Georgia
$387K +$379K +11,900 New

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.