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First Trust Morningstar Dividend Leaders Index Fund
FDL

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
371
Holders Change
+18
Holders Change %
+5.1%
% of All Funds
5.33%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
44
Increased
125
Reduced
140
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$215M
2
RW
Rockport Wealth
Ohio
+$65.8M
3
LPL Financial
LPL Financial
California
+$22.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$13.4M
5
Wells Fargo
Wells Fargo
California
+$7.83M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$31.1M
2
SWAG
Spectrum Wealth Advisory Group
California
-$8.91M
3
SFC
Strategic Financial Concepts
Texas
-$6.41M
4
FHC
First Heartland Consultants
Missouri
-$4.87M
5
GS
GTS Securities
New York
-$4.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
176
Icon Wealth Advisors
Texas
$823K – – –
CWM
177
Cornerstone Wealth Management
Missouri
$818K -$49.2K -1,219 -6%
CFGS
178
Concourse Financial Group Securities
Alabama
$817K -$122K -3,011 -13%
D
179
Diversified
Delaware
$814K – – –
DE
180
Diversified Enterprises
Delaware
$814K +$783K +19,398 New
TI
181
tru Independence
Oregon
$794K +$1.61K +40 +0.2%
AWM
182
Accel Wealth Management
Iowa
$779K -$27K -668 -3%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$772K +$277K +6,865 +59%
LFAS
184
Level Four Advisory Services
Texas
$769K +$111K +2,746 +18%
BW
185
Bison Wealth
Georgia
$757K -$1.37M -33,972 -65%
WIA
186
World Investment Advisors
California
$754K +$725K +17,964 New
GWM
187
Geneos Wealth Management
Colorado
$741K -$17.2K -427 -2%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$739K +$255K +6,329 +56%
BAM
189
Belpointe Asset Management
Nevada
$739K +$8.88K +220 +1%
NCM
190
Neumann Capital Management
California
$732K +$704K +17,450 New
CWM
191
Connecticut Wealth Management
Connecticut
$713K – – –
KA
192
Kovack Advisors
Florida
$711K +$46.8K +1,160 +7%
GRP
193
Global Retirement Partners
California
$705K +$29.7K +735 +5%
IF
194
Intrua Financial
Texas
$704K +$17.4K +431 +3%
MW
195
Maia Wealth
Colorado
$701K +$672K +16,648 New
ACS
196
Archford Capital Strategies
Illinois
$686K -$19.4K -480 -3%
AWM
197
Apollon Wealth Management
South Carolina
$659K +$2.22K +55 +0.4%
FAM
198
Formidable Asset Management
Ohio
$658K +$233K +5,782 +58%
BW
199
Basepoint Wealth
Iowa
$650K -$22.6K -560 -3%
KFGK
200
Keystone Financial Group (Kentucky)
Kentucky
$641K +$617K +15,283 New
6 7
8
9 10

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.