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First Trust Morningstar Dividend Leaders Index Fund

206 hedge funds and large institutions have $606M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 81 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

37% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 59

0% more funds holding

Funds holding: 205206 (+1)

0% more capital invested

Capital invested by funds: $604M → $606M (+$1.79M)

0.12% more ownership

Funds ownership: 36.91%37.03% (+0.12%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $13K

Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
81
Reduced
59
Closed
13
Calls
Puts
$13K
Net Calls
-$13K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$617K +$301K +8,968 +91%
FAN
102
Financial Advisors Network
California
$617K +$603K +17,997 New
IAIM
103
International Assets Investment Management
Florida
$590K +$6.24K +186 +1%
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$588K +$163K +4,853 +37%
IFG
105
Independent Financial Group
California
$576K +$590K +17,594 New
GIA
106
Gladstone Institutional Advisory
Florida
$571K -$363K -10,829 -38%
CA
107
Continuum Advisory
Idaho
$542K +$18.4K +550 +3%
KA
108
Kovack Advisors
Florida
$542K +$555K +16,558 New
IAN
109
Integrated Advisors Network
Texas
$534K -$16.5K -492 -3%
ACP
110
Aveo Capital Partners
Colorado
$506K +$3.92K +117 +0.8%
RFN
111
RDA Financial Network
Iowa
$473K -$670 -20 -0.1%
RIA
112
Regal Investment Advisors
Michigan
$463K -$6.7K -200 -1%
FAM
113
Formidable Asset Management
Ohio
$459K -$11.7K -350 -2%
AOG
114
Alpha Omega Group
Virginia
$454K -$22.2K -662 -5%
WCG
115
Weaver Consulting Group
California
$445K
AWA
116
Arete Wealth Advisors
Illinois
$429K +$1.37K +41 +0.3%
MA
117
MJP Associates
Connecticut
$429K +$1.37K +41 +0.3%
NA
118
NewEdge Advisors
Louisiana
$420K +$17K +508 +4%
SIM
119
Sterling Investment Management
Arizona
$400K +$112K +3,348 +38%
BFEC
120
Benjamin F. Edwards & Company
Missouri
$397K +$44.8K +1,335 +12%
APA
121
American Portfolios Advisors
New York
$393K +$3.62K +108 +0.9%
FH
122
FWG Holdings
Florida
$387K +$6.07K +181 +2%
LNC
123
Lincoln National Corp
Pennsylvania
$381K -$6.67K -199 -2%
WP
124
WealthPLAN Partners
Nebraska
$378K -$297K -8,850 -44%
MIM
125
MTM Investment Management
South Carolina
$374K

FDL Hedge Fund Activity: Q3 2021 in Review

206 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q3 2021, worth a combined $606M — up 0.3% from $604M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FDL positions and 13 closed out — a net gain of 5 holders — while 81 added to existing stakes and 59 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.5M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $3.94M sold.

  • 206 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q3 2021, up from 205 in Q2 2021.
  • Funds reported $606M of First Trust Morningstar Dividend Leaders Index Fund stock for Q3 2021, up 0.3% quarter-over-quarter.
  • 18 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q3 2021 and 13 closed out, a net change of +5 holders.
  • The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q3 2021 was Raymond James Financial Services Advisors, an estimated $3.5M added.
  • The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q3 2021 was Qube Research & Technologies (QRT), an estimated $3.94M sold.

Based on aggregated 13F filings for Q3 2021.