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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
MWA
201
Merkkuri Wealth Advisors
New York
$608K +$3.19K +79 +0.5%
CAS
202
Coppell Advisory Solutions
Texas
$588K +$15.5K +384 +3%
WA
203
Waverly Advisors
Alabama
$577K -$1.74K -43 -0.3%
1W
204
1776 Wealth
Georgia
$575K -$64.2K -1,591 -10%
RFG
205
REAP Financial Group
Texas
$569K -$121K -3,004 -18%
IWM
206
Iams Wealth Management
Nebraska
$564K +$136K +3,378 +34%
CAM
207
Cresset Asset Management
Illinois
$563K -$59.6K -1,477 -10%
CFD
208
Creative Financial Designs
Indiana
$561K -$333K -8,254 -38%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$560K +$44.1K +1,092 +9%
HH
210
Hilltop Holdings
Texas
$553K +$531K +13,171 New
XF
211
XML Financial
Maryland
$546K +$136K +3,370 +35%
PPWM
212
Paragon Private Wealth Management
Kentucky
$542K +$20.1K +499 +4%
Corient Private Wealth
213
Corient Private Wealth
Florida
$537K +$156K +3,868 +43%
RIA
214
Regal Investment Advisors
Michigan
$530K – – –
WFA
215
WMG Financial Advisors
Tennessee
$527K – – –
PCS
216
Personal CFO Solutions
New Jersey
$523K +$41.7K +1,034 +9%
MFIM
217
Mesirow Financial Investment Management
Illinois
$507K – – –
WCG
218
Weaver Consulting Group
California
$486K – – –
PIAS
219
PCA Investment Advisory Services
Ohio
$484K +$928 +23 +0.2%
FHA
220
Flagship Harbor Advisors
Massachusetts
$484K -$6.7K -166 -1%
MIM
221
Moseley Investment Management
Florida
$480K +$104K +2,578 +29%
MIM
222
MTM Investment Management
South Carolina
$477K – – –
MSFS
223
Main Street Financial Solutions
Pennsylvania
$470K -$8.68K -215 -2%
OP
224
ORG Partners
Indiana
$463K +$445K +11,033 New
MWM
225
Mattern Wealth Management
Kansas
$461K -$69.2K -1,715 -14%
7 8
9
10 11

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.