First Trust Morningstar Dividend Leaders Index Fund
371 hedge funds and large institutions have $2.46B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 125 increasing their positions, 140 reducing their positions, and 22 closing their positions.
100% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 22
15% more capital invested
Capital invested by funds: $2.13B → $2.46B (+$327M)
5.81% more ownership
Funds ownership: 55.39% → 61.2% (+5.8%)
5% more funds holding
Funds holding: 353 → 371 (+18)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
11% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 140
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$215M |
| 2 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
+$65.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$22.9M |
| 4 |
Two Sigma Investments
New York
|
+$13.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$7.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.1M |
| 2 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
-$8.91M |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$6.41M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$4.87M |
| 5 |
GS
GTS Securities
New York
|
-$4.12M |
FDL Hedge Fund Activity: Q3 2024 in Review
371 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q3 2024, worth a combined $2.46B — up 15% from $2.13B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new FDL positions and 22 closed out — a net gain of 22 holders — while 125 added to existing stakes and 140 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $215M. The largest seller was Ameriprise, cutting an estimated $31.1M.
- 371 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q3 2024, up from 353 in Q2 2024.
- Funds reported $2.46B of First Trust Morningstar Dividend Leaders Index Fund stock for Q3 2024, up 15% quarter-over-quarter.
- 44 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q3 2024 and 22 closed out, a net change of +22 holders.
- The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $215M added.
- The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q3 2024 was Ameriprise, an estimated $31.1M sold.
Based on aggregated 13F filings for Q3 2024.