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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
GRP
176
Global Retirement Partners
California
$775K -$44.7K -1,220 -6%
IWA
177
Icon Wealth Advisors
Texas
$755K -$92.6K -2,529 -11%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$749K -$80.2K -2,191 -10%
D
179
Diversified
Delaware
$746K +$6.37K +174 +0.9%
PWH
180
Priebe Wealth Holdings
Minnesota
$745K +$26.7K +730 +4%
IA
181
IFG Advisory
Georgia
$738K -$175K -4,776 -20%
AWM
182
Accel Wealth Management
Iowa
$737K -$64.9K -1,774 -8%
GWM
183
Geneos Wealth Management
Colorado
$720K -$50.3K -1,373 -7%
CFGS
184
Concourse Financial Group Securities
Alabama
$694K -$131K -3,566 -17%
SOS
185
Silver Oak Securities
Tennessee
$690K -$297K -8,126 -31%
LMKC
186
L.M. Kohn & Company
Ohio
$685K
SVWAG
187
Sound View Wealth Advisors Group
Georgia
$673K -$49.7K -1,358 -7%
RFG
188
REAP Financial Group
Texas
$667K -$13.3K -363 -2%
CWM
189
Connecticut Wealth Management
Connecticut
$654K
1W
190
1776 Wealth
Georgia
$649K
AWM
191
Apollon Wealth Management
South Carolina
$646K +$132K +3,616 +27%
CAL
192
Capital Analysts LLC
Pennsylvania
$643K +$64.9K +1,772 +12%
ACS
193
Archford Capital Strategies
Illinois
$642K +$610K +16,675 New
CAM
194
Cresset Asset Management
Illinois
$624K -$769 -21 -0.1%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$619K +$261K +7,122 +80%
BW
196
Basepoint Wealth
Iowa
$618K +$183 +5 +0%
IF
197
Intrua Financial
Texas
$615K -$26.6K -726 -4%
BAM
198
Belpointe Asset Management
Nevada
$609K -$1.16M -31,622 -67%
KFGK
199
Keystone Financial Group (Kentucky)
Kentucky
$592K -$988 -27 -0.2%
MWM
200
Mattern Wealth Management
Kansas
$569K -$90.9K -2,482 -14%

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.