First Trust Morningstar Dividend Leaders Index Fund
94 hedge funds and large institutions have $343M invested in First Trust Morningstar Dividend Leaders Index Fund in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 5 closing their positions.
489% more capital inflows, than outflows
Capital inflows: $66.3M | Capital outflows: $11.3M
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
36% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 25
21% more funds holding
Funds holding: 78 → 94 (+16)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$19.2M |
| 2 |
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$11M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$7.36M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.84M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Suisse
Zurich,
Switzerland
|
-$3.63M |
| 2 |
American International Group
New York
|
-$2.48M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.31M |
| 4 |
HRT Financial
New York
|
-$721K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$475K |
FDL Hedge Fund Activity: Q4 2015 in Review
94 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q4 2015, worth a combined $343M — up 27% from $269M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FDL positions and 5 closed out — a net gain of 16 holders — while 34 added to existing stakes and 25 trimmed.
The largest buyer was LPL Financial, adding an estimated $19.2M. The largest seller was Credit Suisse, cutting an estimated $3.63M.
- 94 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q4 2015, up from 78 in Q3 2015.
- Funds reported $343M of First Trust Morningstar Dividend Leaders Index Fund stock for Q4 2015, up 27% quarter-over-quarter.
- 21 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q4 2015 and 5 closed out, a net change of +16 holders.
- The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q4 2015 was LPL Financial, an estimated $19.2M added.
- The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q4 2015 was Credit Suisse, an estimated $3.63M sold.
Based on aggregated 13F filings for Q4 2015.