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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
SWA
201
Sightline Wealth Advisors
Connecticut
$564K -$100K -2,733 -16%
PCS
202
Personal CFO Solutions
New Jersey
$545K +$10.9K +298 +2%
TAM
203
Tucker Asset Management
Colorado
$530K +$5.34K +146 +1%
FHA
204
Flagship Harbor Advisors
Massachusetts
$512K -$84.5K -2,309 -15%
RIA
205
Regal Investment Advisors
Michigan
$505K +$11.9K +325 +3%
GAA
206
Global Assets Advisory
Florida
$500K +$702K +19,180 New
Citadel Advisors
207
Citadel Advisors
Florida
$485K -$2.56M -69,927 -85%
WFA
208
WMG Financial Advisors
Tennessee
$483K +$24.2K +661 +6%
Goldman Sachs
209
Goldman Sachs
New York
$483K -$1.37M -37,324 -75%
PPWM
210
Paragon Private Wealth Management
Kentucky
$478K -$8.27K -226 -2%
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$471K -$6.99K -191 -2%
MFIM
212
Mesirow Financial Investment Management
Illinois
$470K
WCG
213
Weaver Consulting Group
California
$453K
PIAS
214
PCA Investment Advisory Services
Ohio
$442K -$12.5K -342 -3%
MIM
215
MTM Investment Management
South Carolina
$439K
MSFS
216
Main Street Financial Solutions
Pennsylvania
$438K -$5.86K -160 -1%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$433K -$1.8M -49,270 -81%
Fidelity Investments
218
Fidelity Investments
Massachusetts
$430K +$103K +2,805 +33%
HP
219
Holistic Planning
Texas
$430K -$2.23K -61 -0.5%
WA
220
Waverly Advisors
Alabama
$425K +$404K +11,039 New
SS
221
Sunbelt Securities
Texas
$420K -$1.25K -34 -0.3%
UBG
222
United Bank (Georgia)
Georgia
$411K +$10.4K +284 +3%
CA
223
Continuum Advisory
Idaho
$409K -$153K -4,171 -28%
FAM
224
Formidable Asset Management
Ohio
$408K -$61.3K -1,675 -14%
FH
225
FWG Holdings
Florida
$407K +$73 +2 +0%

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.