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First Trust Morningstar Dividend Leaders Index Fund
FDL

405 hedge funds and large institutions have $2.84B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 25

47% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 110

16% more capital invested

Capital invested by funds: $2.46B → $2.84B (+$388M)

9% more funds holding

Funds holding: 371 → 405 (+34)

3.43% less ownership

Funds ownership: 61.2% → 57.77% (-3.4%)

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

Holders
405
Holders Change
+34
Holders Change %
+9.16%
% of All Funds
5.33%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
68
Increased
162
Reduced
110
Closed
25
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$60.3M
2
LPL Financial
LPL Financial
California
+$27.6M
3
Bank of America
Bank of America
North Carolina
+$16M
4
Morgan Stanley
Morgan Stanley
New York
+$14.7M
5
RW
Rockport Wealth
Ohio
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$224M
2
Two Sigma Investments
Two Sigma Investments
New York
-$13.9M
3
Osaic Holdings
Osaic Holdings
Arizona
-$5.73M
4
RL
Retireful LLC
Michigan
-$4.87M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
101
Vestmark Advisory Solutions
Massachusetts
$2.62M +$29.8K +710 +1%
GWM
102
GDS Wealth Management
Texas
$2.59M -$101K -2,407 -4%
Comerica Bank
103
Comerica Bank
Texas
$2.56M +$28.5K +680 +1%
SIG
104
Sargent Investment Group
Maryland
$2.34M -$188K -4,480 -7%
CWM
105
Collaborative Wealth Management
Florida
$2.32M +$18.3K +435 +0.8%
AAS
106
Ameritas Advisory Services
Nebraska
$2.29M -$33.5K -798 -1%
IWC
107
Integrated Wealth Concepts
Massachusetts
$2.19M +$571K +13,605 +33%
WLPWM
108
Walled Lake Planning & Wealth Management
Illinois
$2.17M +$2.27M +54,022 New
BRWA
109
B. Riley Wealth Advisors
Florida
$2.17M -$63.9K -1,523 -3%
CAL
110
Capital Analysts LLC
Pennsylvania
$2.08M +$632K +15,051 +41%
AWE
111
Avidian Wealth Enterprises
Texas
$2.06M +$5.41K +129 +0.3%
SCA
112
Snowden Capital Advisors
New York
$2.04M -$116K -2,762 -5%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$2.01M +$2.1M +50,014 +2,500,700%
CFCI
114
Comprehensive Financial Consultants Institutional
Indiana
$1.99M +$9.95K +237 +0.5%
TFA
115
Teamwork Financial Advisors
Texas
$1.98M -$497K -11,848 -19%
OP
116
ORG Partners
Indiana
$1.97M +$1.59M +37,980 +344%
RAS
117
RPS Advisory Solutions
Kentucky
$1.97M +$2.05M +48,920 New
PAS
118
PKS Advisory Services
New York
$1.9M +$1.98M +47,143 New
QCIG
119
Quad-Cities Investment Group
Iowa
$1.89M -$153K -3,642 -7%
KWM
120
Kingsview Wealth Management
Oregon
$1.71M +$186K +4,431 +12%
IA
121
IFP Advisors
Florida
$1.69M +$1.05K +25 +0.1%
SWAG
122
Spectrum Wealth Advisory Group
California
$1.66M -$786K -18,738 -31%
1WM
123
1900 Wealth Management
Texas
$1.64M – – –
MCCP
124
Mission Creek Capital Partners
California
$1.64M -$1.26K -30 -0.1%
IFG
125
Independent Financial Group
California
$1.63M +$108K +2,569 +7%
3 4
5
6 7

FDL Hedge Fund Activity: Q4 2024 in Review

405 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q4 2024, worth a combined $2.84B — up 16% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new FDL positions and 25 closed out — a net gain of 43 holders — while 162 added to existing stakes and 110 trimmed.

The largest buyer was Ameriprise, adding an estimated $60.3M. The largest seller was International Assets Investment Management, cutting an estimated $224M.

  • 405 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q4 2024, up from 371 in Q3 2024.
  • Funds reported $2.84B of First Trust Morningstar Dividend Leaders Index Fund stock for Q4 2024, up 16% quarter-over-quarter.
  • 68 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q4 2024 and 25 closed out, a net change of +43 holders.
  • The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q4 2024 was Ameriprise, an estimated $60.3M added.
  • The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q4 2024 was International Assets Investment Management, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2024.