First Trust Morningstar Dividend Leaders Index Fund
206 hedge funds and large institutions have $606M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 81 increasing their positions, 59 reducing their positions, and 13 closing their positions.
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
37% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 59
0% more funds holding
Funds holding: 205 → 206 (+1)
0% more capital invested
Capital invested by funds: $604M → $606M (+$1.79M)
0.12% more ownership
Funds ownership: 36.91% → 37.03% (+0.12%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $13K
Top Buyers
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.5M |
| 2 |
Morgan Stanley
New York
|
+$2.48M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.11M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.85M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$1.5M |
Top Sellers
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$3.94M |
| 2 |
Barclays
London,
United Kingdom
|
-$2.63M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.22M |
| 4 |
HA
HC Advisors
Sandy Springs,
Georgia
|
-$2.2M |
| 5 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$1.81M |
FDL Hedge Fund Activity: Q3 2021 in Review
206 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q3 2021, worth a combined $606M — up 0.3% from $604M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FDL positions and 13 closed out — a net gain of 5 holders — while 81 added to existing stakes and 59 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.5M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $3.94M sold.
- 206 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q3 2021, up from 205 in Q2 2021.
- Funds reported $606M of First Trust Morningstar Dividend Leaders Index Fund stock for Q3 2021, up 0.3% quarter-over-quarter.
- 18 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q3 2021 and 13 closed out, a net change of +5 holders.
- The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q3 2021 was Raymond James Financial Services Advisors, an estimated $3.5M added.
- The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q3 2021 was Qube Research & Technologies (QRT), an estimated $3.94M sold.
Based on aggregated 13F filings for Q3 2021.