First Trust Morningstar Dividend Leaders Index Fund
364 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, 155 reducing their positions, and 29 closing their positions.
28% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 29
0% more funds holding
Funds holding: 364 → 364 (0)
0.57% less ownership
Funds ownership: 57.13% → 56.56% (-0.57%)
11% less funds holding in top 10
Funds holding in top 10: 19 → 17 (-2)
26% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 155
46% less capital inflows, than outflows
Capital inflows: $155M | Capital outflows: $287M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$69.5M |
| 2 |
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$12.7M |
| 3 |
Lloyd Advisory Services
Suwanee,
Georgia
|
+$10.1M |
| 4 |
Retireful LLC
Haslett,
Michigan
|
+$5.29M |
| 5 |
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$5.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$58M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$37.3M |
| 3 |
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$18.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$17.5M |
| 5 |
LPL Financial
San Diego,
California
|
-$16M |
FDL Hedge Fund Activity: Q1 2024 in Review
364 of the 6,966 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 — up 0.83% from $2.28B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new FDL positions and 29 closed out — a net gain of 8 holders — while 114 added to existing stakes and 155 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $69.5M. The largest seller was UBS Group, exiting entirely with an estimated $58M sold.
- 364 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $2.3B of First Trust Morningstar Dividend Leaders Index Fund stock for Q1 2024, up 0.83% quarter-over-quarter.
- 37 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q1 2024 and 29 closed out, a net change of +8 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 UBS Group, an estimated $58M sold.
Based on aggregated 13F filings for Q1 2024.