First Trust Morningstar Dividend Leaders Index Fund
217 hedge funds and large institutions have $681M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 17 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
12% more capital invested
Capital invested by funds: $606M → $681M (+$75.6M)
5% more funds holding
Funds holding: 206 → 217 (+11)
1.37% more ownership
Funds ownership: 37.03% → 38.4% (+1.4%)
9% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.14M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.19M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.84M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.05M |
| 5 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
ForthRight Wealth Management
Alpharetta,
Georgia
|
-$3.08M |
| 2 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$2.81M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.48M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.81M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.39M |
FDL Hedge Fund Activity: Q4 2021 in Review
217 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q4 2021, worth a combined $681M — up 12% from $606M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new FDL positions and 17 closed out — a net gain of 14 holders — while 73 added to existing stakes and 67 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.14M. The largest seller was ForthRight Wealth Management, cutting an estimated $3.08M.
- 217 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q4 2021, up from 206 in Q3 2021.
- Funds reported $681M of First Trust Morningstar Dividend Leaders Index Fund stock for Q4 2021, up 12% quarter-over-quarter.
- 31 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q4 2021 and 17 closed out, a net change of +14 holders.
- The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q4 2021 was Morgan Stanley, an estimated $5.14M added.
- The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q4 2021 was ForthRight Wealth Management, an estimated $3.08M sold.
Based on aggregated 13F filings for Q4 2021.