Cliff Asness's FDL Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 7,048 shares of First Trust Morningstar Dividend Leaders Index Fund (FDL) worth $342,965, representing 0.00% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 4 quarters.
Based on 13F filings, Cliff Asness has maintained this position in FDL for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 6,507 shares. Largest reduction occurred in Q1 2025, reducing 5,659 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's First Trust Morningstar Dividend Leaders Index Fund (FDL) Holding Value Over Time
Track share changes against reported price movement
Quarterly First Trust Morningstar Dividend Leaders Index Fund (FDL) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +541 | Add 8.31% | 7,048 | $48.66 |
| Q1 2026 | +6,507 | New Buy | 6,507 | $50.80 |
| Q1 2025 | -5,659 | Sold Out | 0 | $0.00 |
| Q4 2024 | +5,659 | New Buy | 5,659 | $40.26 |
Cliff Asness's First Trust Morningstar Dividend Leaders Index Fund Investment FAQs
Cliff Asness first purchased First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2024, acquiring 5,659 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held First Trust Morningstar Dividend Leaders Index Fund (FDL) for 4 quarters since Q4 2024.
Cliff Asness's largest addition to First Trust Morningstar Dividend Leaders Index Fund (FDL) was in Q1 2026, adding 6,507 shares worth $330,565.
According to the latest 13F filing for Q2 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 7,048 shares of First Trust Morningstar Dividend Leaders Index Fund (FDL), valued at approximately $342,965.
As of the Q2 2026 filing, First Trust Morningstar Dividend Leaders Index Fund (FDL) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in First Trust Morningstar Dividend Leaders Index Fund (FDL) was 7,048 shares, as reported at the end of Q2 2026.