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First Trust Morningstar Dividend Leaders Index Fund

210 hedge funds and large institutions have $740M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

529% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 7

113% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 40

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

20% more funds holding

Funds holding: 175210 (+35)

14% more capital invested

Capital invested by funds: $647M → $740M (+$92.9M)

1.59% more ownership

Funds ownership: 38.54%40.13% (+1.6%)

Holders
210
Holders Change
+35
Holders Change %
+20%
% of All Funds
4.14%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
44
Increased
85
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFC
176
First Financial Corp
Indiana
$61K
MA
177
MUFG Americas
New York
$53K +$51.6K +1,620 New
EWM
178
EPG Wealth Management
Georgia
$51K +$49.7K +1,561 New
Chevy Chase Trust
179
Chevy Chase Trust
Maryland
$43K +$42.1K +1,322 New
MSFP
180
Mark Sheptoff Financial Planning
Connecticut
$42K
WB
181
West Bancorporation
Iowa
$42K +$40.6K +1,275 New
AA
182
Argent Advisors
Louisiana
$38K +$37.3K +1,172 New
CTC
183
Central Trust Company
Missouri
$36K
CFA
184
Carroll Financial Associates
North Carolina
$29K
OC
185
Oakworth Capital
Alabama
$29K
EWP
186
Engrave Wealth Partners
Texas
$29K +$29K +911 New
NSIM
187
North Star Investment Management
Illinois
$28K
HI
188
Hoey Investments
Pennsylvania
$27K +$26.2K +822 New
PFGIA
189
Patriot Financial Group Insurance Agency
Massachusetts
$21K
AA
190
AlphaMark Advisors
Kentucky
$20K +$19.9K +625 New
CWM
191
Cedar Wealth Management
California
$19K +$18.1K +568 New
AWM
192
AllSquare Wealth Management
New York
$18K
TI
193
tru Independence
Oregon
$18K +$25.5K +800 New
OPS
194
Orion Portfolio Solutions
Nebraska
$17K +$16.8K +527 New
CFD
195
Creative Financial Designs
Indiana
$16K +$2.93K +92 +23%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$13K
FIB
197
First Interstate Bank
Montana
$11K
HCM
198
Highlander Capital Management
New Jersey
$10K
GI
199
Gradient Investments
Minnesota
$8K
ME
200
McIlrath & Eck
Washington
$7K

FDL Hedge Fund Activity: Q4 2019 in Review

210 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q4 2019, worth a combined $740M — up 14% from $647M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FDL positions and 7 closed out — a net gain of 37 holders — while 85 added to existing stakes and 40 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $17M. The largest seller was Mariner Independent Advisor Network, cutting an estimated $8.69M.

  • 210 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q4 2019, up from 175 in Q3 2019.
  • Funds reported $740M of First Trust Morningstar Dividend Leaders Index Fund stock for Q4 2019, up 14% quarter-over-quarter.
  • 44 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q4 2019 and 7 closed out, a net change of +37 holders.
  • The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q4 2019 was Truist Financial, an estimated $17M added.
  • The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q4 2019 was Mariner Independent Advisor Network, an estimated $8.69M sold.

Based on aggregated 13F filings for Q4 2019.