First Trust Morningstar Dividend Leaders Index Fund
290 hedge funds and large institutions have $1.66B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 51 reducing their positions, and 36 closing their positions.
182% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 51
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
19% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 36
10% more capital invested
Capital invested by funds: $1.51B → $1.66B (+$149M)
1.91% more ownership
Funds ownership: 52.54% → 54.45% (+1.9%)
2% more funds holding
Funds holding: 285 → 290 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$45.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$41.3M |
| 3 |
Morgan Stanley
New York
|
+$37M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$25.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$58.6M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$32.6M |
| 3 |
Jane Street
New York
|
-$10.3M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.29M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$3.67M |
FDL Hedge Fund Activity: Q3 2022 in Review
290 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q3 2022, worth a combined $1.66B — up 9.8% from $1.51B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new FDL positions and 36 closed out — a net gain of 7 holders — while 144 added to existing stakes and 51 trimmed.
The largest buyer was LPL Financial, adding an estimated $45.1M. The largest seller was Ameriprise, cutting an estimated $58.6M.
- 290 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q3 2022, up from 285 in Q2 2022.
- Funds reported $1.66B of First Trust Morningstar Dividend Leaders Index Fund stock for Q3 2022, up 9.8% quarter-over-quarter.
- 43 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q3 2022 and 36 closed out, a net change of +7 holders.
- The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q3 2022 was LPL Financial, an estimated $45.1M added.
- The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q3 2022 was Ameriprise, an estimated $58.6M sold.
Based on aggregated 13F filings for Q3 2022.