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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
C
101
CEDRUS
Colorado
$2.53M +$233K +6,358 +11%
SIG
102
Sargent Investment Group
Maryland
$2.52M -$134K -3,650 -5%
BRWA
103
B. Riley Wealth Advisors
Florida
$2.51M +$236K +6,459 +9%
IA
104
IFP Advisors
Florida
$2.48M +$409K +11,165 +21%
VAS
105
Vestmark Advisory Solutions
Massachusetts
$2.47M +$79.7K +2,176 +4%
DC
106
Davenport & Co
Virginia
$2.44M -$39.4K -1,076 -2%
JWCA
107
J.W. Cole Advisors
Florida
$2.42M -$428K -11,703 -16%
TC
108
TownSquare Capital
Utah
$2.4M +$1.84M +50,354 +420%
CWM
109
Collaborative Wealth Management
Florida
$2.39M -$210K -5,727 -8%
OC
110
Oppenheimer & Co
New York
$2.39M +$53.7K +1,468 +2%
CASC
111
Coppell Advisory Solutions Corp
Texas
$2.34M +$2.23M +60,853 New
RJT
112
Raymond James Trust
Florida
$2.31M -$61.9K -1,692 -3%
IWM
113
IHT Wealth Management
Illinois
$2.3M +$193K +5,278 +10%
GIA
114
Gladstone Institutional Advisory
Florida
$2.23M +$647K +17,671 +44%
AWE
115
Avidian Wealth Enterprises
Texas
$2.14M +$54.6K +1,492 +3%
HF
116
HRT Financial
New York
$2.09M -$1.26M -34,542 -39%
FHC
117
First Heartland Consultants
Missouri
$2.05M -$10.9K -298 -0.6%
EA
118
Ergawealth Advisors
Illinois
$2.03M -$1.44M -39,411 -43%
AAS
119
Ameritas Advisory Services
Nebraska
$2.02M +$578K +15,785 +42%
BW
120
Bison Wealth
Georgia
$2M -$144K -3,942 -7%
CFCI
121
Comprehensive Financial Consultants Institutional
Indiana
$1.99M +$1.48M +40,505 +364%
QCIG
122
Quad-Cities Investment Group
Iowa
$1.96M -$146K -3,993 -7%
AssetMark Inc
123
AssetMark Inc
California
$1.78M +$505K +13,803 +42%
GWP
124
Gateway Wealth Partners
Wisconsin
$1.71M -$78.9K -2,154 -5%
PS
125
Principal Securities
Iowa
$1.71M -$1.23M -33,736 -43%

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.