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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
MOS
126
MGO One Seven
Ohio
$1.68M -$352K -9,625 -18%
NFG
127
Nations Financial Group
Iowa
$1.67M -$1.17M -32,061 -43%
1WM
128
1900 Wealth Management
Texas
$1.58M -$44.1K -1,206 -3%
GM
129
GeoWealth Management
Illinois
$1.58M -$552K -15,067 -27%
MCCP
130
Mission Creek Capital Partners
California
$1.56M -$2.31K -63 -0.2%
CA
131
Crumly & Associates
Illinois
$1.54M -$2.42M -66,104 -62%
IFG
132
Independent Financial Group
California
$1.53M +$142K +3,885 +11%
VCM
133
Virtue Capital Management
Tennessee
$1.51M -$250K -6,830 -14%
US Bancorp
134
US Bancorp
Minnesota
$1.47M -$414K -11,297 -23%
ES
135
Eagle Strategies
New York
$1.47M +$979K +26,755 +235%
NS
136
NBC Securities
Alabama
$1.43M -$195K -5,333 -13%
TRCT
137
Tower Research Capital (TRC)
New York
$1.41M +$44.9K +1,226 +3%
ASN
138
Advisory Services Network
Georgia
$1.4M -$661K -18,068 -33%
IWM
139
Iams Wealth Management
Nebraska
$1.35M -$363K -9,913 -21%
KWM
140
Kingsview Wealth Management
Oregon
$1.33M +$118K +3,211 +10%
MC
141
Moors & Cabot
Massachusetts
$1.32M -$130K -3,547 -9%
SMC
142
Smith, Moore & Co
Missouri
$1.31M +$103K +2,819 +9%
FPWM
143
FSB Premier Wealth Management
Iowa
$1.3M +$23.6K +644 +2%
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$1.27M +$904K +24,698 +294%
CA
145
CoreCap Advisors
Michigan
$1.27M +$421K +11,495 +54%
YIH
146
Y-Intercept (HK)
Hong Kong
$1.26M +$449K +12,267 +60%
PPP
147
Private Portfolio Partners
New Jersey
$1.26M +$10.2K +279 +0.9%
MSAM
148
Moloney Securities Asset Management
Missouri
$1.18M -$72.5K -1,981 -6%
CW
149
CreativeOne Wealth
Kansas
$1.17M +$1.11M +30,350 New
PTC
150
Private Trust Company
Ohio
$1.16M -$115K -3,131 -9%

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.