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First Trust Morningstar Dividend Leaders Index Fund
FDL

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
217
Holders Change
+11
Holders Change %
+5.34%
% of All Funds
3.34%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
31
Increased
73
Reduced
67
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.14M
2
UBS Group
UBS Group
Switzerland
+$4.19M
3
LPL Financial
LPL Financial
California
+$3.84M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.05M
5
CRI
Colonial River Investments
Virginia
+$1.71M

Top Sellers

1
FWM
ForthRight Wealth Management
Georgia
-$3.08M
2
LA
LexAurum Advisors
Kansas
-$2.81M
3
Ameriprise
Ameriprise
Minnesota
-$2.48M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.81M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$259K +$248K +7,272 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$257K -$56.9K -1,669 -19%
WW
153
Waterfront Wealth
Kansas
$256K – – –
MC
154
Moors & Cabot
Massachusetts
$251K -$7.67K -225 -3%
BWM
155
BCS Wealth Management
Tennessee
$248K – – –
SVWAG
156
Sound View Wealth Advisors Group
Georgia
$246K +$784 +23 +0.3%
BFEC
157
Benjamin F. Edwards & Company
Missouri
$244K -$179K -5,257 -43%
HSA
158
HBK Sorce Advisory
Pennsylvania
$244K +$2.29K +67 +1%
IFWM
159
Institute for Wealth Management
Colorado
$241K – – –
SI
160
Saxon Interests
Texas
$235K +$218K +6,404 New
TFA
161
Teamwork Financial Advisors
Texas
$225K -$20.6K -604 -9%
LGA
162
Lebenthal Global Advisors
New York
$225K – – –
HWA
163
Heartwood Wealth Advisors
Virginia
$222K – – –
AWM
164
Avior Wealth Management
Nebraska
$218K +$45.5K +1,335 +28%
NFSG
165
Newbridge Financial Services Group
Florida
$178K – – –
PB
166
Pinnacle Bancorp
Nebraska
$168K – – –
IA
167
IFP Advisors
Florida
$165K – – –
HCP
168
Hexagon Capital Partners
Arkansas
$163K – – –
BFC
169
Bedel Financial Consulting
Indiana
$154K – – –
EL
170
EMFO LLC
Florida
$144K – – –
CWA
171
Clearview Wealth Advisors
Oregon
$143K +$137K +4,008 New
BAM
172
Bellevue Asset Management
Washington
$142K – – –
BEI
173
Benjamin Edwards Inc
Missouri
$134K +$36.4K +1,066 +39%
FAG
174
Fortitude Advisory Group
Washington
$120K +$115K +3,374 New
TSWM
175
Tyler-Stone Wealth Management
Ohio
$114K +$110K +3,215 New
5 6
7
8 9

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.