Guru Ownership Trend
Guru Analysis for First Trust Morningstar Dividend Leaders Index Fund (FDL)
First Trust Morningstar Dividend Leaders Index Fund (FDL), a key player in the Market sector, continues to attract institutional attention.
As of Q2 2026, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.76 M.
Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $5.17 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 8.3%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 28.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for First Trust Morningstar Dividend Leaders Index Fund (FDL)
Major holders include Renaissance Technologies (RenTech) ($2.2 M), Cliff Asness ($342,965). According to the latest reported data, 2 tracked investment managers collectively hold approximately 52,160 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $5.17 M, with 1 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited FDL. The total reported sell value was $5.2 M.
Yes, 0 managers opened new positions in FDL, and 1 increased their existing holdings. The total reported buy value was $26,325.78.