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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
CIAS
151
Capital Investment Advisory Services
North Carolina
$1.14M -$49.6K -1,354 -4%
FZCM
152
Flynn Zito Capital Management
New York
$1.13M +$454K +12,397 +73%
FCA
153
FinTrust Capital Advisors
South Carolina
$1.13M +$539K +14,716 +101%
Creative Planning
154
Creative Planning
Kansas
$1.11M -$40.3K -1,101 -4%
WWM
155
Western Wealth Management
Colorado
$1.1M -$4.21K -115 -0.4%
FTUS
156
Flow Traders U.S.
New York
$1.1M +$1.05M +28,599 New
AWA
157
Arkadios Wealth Advisors
Georgia
$1.05M -$41.4K -1,131 -4%
ARC
158
Advisor Resource Council
Texas
$956K -$3.27M -89,450 -77%
AWG
159
Altus Wealth Group
Colorado
$953K +$1.94K +53 +0.2%
Jane Street
160
Jane Street
New York
$946K -$353K -9,640 -28%
CFS
161
Commonwealth Financial Services
West Virginia
$921K
WS
162
Wedbush Securities
California
$882K +$198K +5,422 +31%
TI
163
tru Independence
Oregon
$876K -$17.6K -481 -2%
LFAS
164
Level Four Advisory Services
Texas
$867K
CWM
165
Cornerstone Wealth Management
Missouri
$863K -$59.8K -1,633 -7%
LSA
166
Lion Street Advisors
Texas
$818K
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$815K +$438K +11,953 +130%
LFG
168
Larson Financial Group
Missouri
$792K
NL
169
NWAM LLC
Washington
$791K -$32.3K -882 -4%
LW
170
Linscomb Wealth
Texas
$790K
AWA
171
Arete Wealth Advisors
Illinois
$786K +$368K +10,060 +97%
PIA
172
Perennial Investment Advisors
California
$782K -$56.9K -1,554 -7%
KAS
173
KPP Advisory Services
Kentucky
$782K +$386K +10,534 +108%
GLA
174
Good Life Advisors
Pennsylvania
$777K +$125K +3,409 +20%
KFP
175
KMG Fiduciary Partners
Ohio
$776K -$16.5K -451 -2%

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.