First Trust Morningstar Dividend Leaders Index Fund
407 hedge funds and large institutions have $2.57B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 162 increasing their positions, 111 reducing their positions, and 25 closing their positions.
599% more capital inflows, than outflows
Capital inflows: $446M | Capital outflows: $63.7M
172% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 25
46% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 111
9% more funds holding
Funds holding: 373 → 407 (+34)
1.64% more ownership
Funds ownership: 56.14% → 57.79% (+1.6%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$60.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$27.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$16M |
| 4 |
Morgan Stanley
New York
|
+$14.7M |
| 5 |
Rockport Wealth
Fairview Park,
Ohio
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$13.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.73M |
| 3 |
Retireful LLC
Haslett,
Michigan
|
-$4.87M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.6M |
| 5 |
AC
AIFG Consultants
Halfmoon,
New York
|
-$4.56M |
FDL Hedge Fund Activity: Q4 2024 in Review
407 of the 7,618 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q4 2024, worth a combined $2.57B — up 4.3% from $2.46B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new FDL positions and 25 closed out — a net gain of 43 holders — while 162 added to existing stakes and 111 trimmed.
The largest buyer was Ameriprise, adding an estimated $60.3M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $13.9M sold.
- 407 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q4 2024, up from 373 in Q3 2024.
- Funds reported $2.57B of First Trust Morningstar Dividend Leaders Index Fund stock for Q4 2024, up 4.3% quarter-over-quarter.
- 68 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q4 2024 and 25 closed out, a net change of +43 holders.
- The largest First Trust Morningstar Dividend Leaders Index Fund buyer in Q4 2024 was Ameriprise, an estimated $60.3M added.
- The largest First Trust Morningstar Dividend Leaders Index Fund seller in Q4 2024 was Two Sigma Investments, an estimated $13.9M sold.
Based on aggregated 13F filings for Q4 2024.