First Trust Morningstar Dividend Leaders Index Fund
FDL

$41.86

0.1%

Market Cap: $4.41B

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

3% less funds holding

Funds holding: 355 [Q1] → 345 (-10) [Q2]

7.3% less ownership

Funds ownership: 60.74% [Q1] → 53.44% (-7.3%) [Q2]

12% less funds holding in top 10

Funds holding in top 10: 17 [Q1] → 15 (-2) [Q2]

14% less capital invested

Capital invested by funds: $2.47B [Q1] → $2.12B (-$350M) [Q2]

24% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 42

32% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 148

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Research analyst outlook

We haven’t received any recent analyst ratings for FDL.

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Financial journalist opinion

FDL: Dividend Growth ETF With Lackluster Return And Quality

First Trust Morningstar Dividend Leaders Index Fund (FDL) is invested in 100 stocks featuring high yields and dividend growth. FDL is well diversified across sectors, but quite concentrated in its top holdings. Valuation and dividend growth are attractive, but growth, quality and historical return are underwhelming.

FDL: Dividend Growth ETF With Lackluster Return And Quality

Zacks Investment Research

Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the First Trust Morningstar Dividend Leaders ETF (FDL), a passively managed exchange traded fund launched on 03/09/2006.

Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?

Zacks Investment Research

Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the First Trust Morningstar Dividend Leaders ETF (FDL), a passively managed exchange traded fund launched on 03/09/2006.

Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?

FDL: Dividend Aristocrats Are A Tired, Old Strategy

First Trust Morningstar Dividend Leaders Index Fund ETF is well-constructed, but passive dividend stock indexing has issues. FDL prioritizes dividend stability and growth, but market volatility and cyclical nature of dividend stocks pose risks. I prefer a more active approach to dividend stock investing over traditional buy and hold strategies like FDL.

FDL: Dividend Aristocrats Are A Tired, Old Strategy

FDL: Yield And Valuation Are Attractive, But Not Quality

First Trust Morningstar Dividend Leaders Index Fund ETF holds 90 stocks of companies with higher yields and 5-year dividend growth. The FDL ETF is well diversified across sectors, but quite concentrated in financials and its top holdings. FDL is inferior to the Russell 1000 Index in terms of performance, quality, and growth metrics, but has outperformed competitors for 3 years.

FDL: Yield And Valuation Are Attractive, But Not Quality

Zacks Investment Research

Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the First Trust Morningstar Dividend Leaders ETF (FDL), a passively managed exchange traded fund launched on 03/09/2006.

Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?

Zacks Investment Research

Philip Morris Beats Estimates in Q1 Earnings: ETFs in Focus

Philip Morris beat expectations for both revenues and earnings, driven by robust pricing and increased product volumes.

Philip Morris Beats Estimates in Q1 Earnings: ETFs in Focus

Zacks Investment Research

ETFs in Focus Post IBM's Q1 Revenue Miss, HashiCorp Deal

International Business Machines (IBM) beat estimates for earnings but missed the same for revenues. Shares are declining following earnings announcement.

ETFs in Focus Post IBM's Q1 Revenue Miss, HashiCorp Deal

DGI ETF Investors: Don't Make These Common Mistakes When Screening

DGI investors buy companies with long histories of increasing dividend payments. The strategy works because it shifts investors' attention to regular income payments, meaning they'll stay invested for longer. ETFs can supercharge the DGI strategy through rebalancings, regularly allocating more to higher-yielding stocks. In addition, investors can take advantage of an ETF's unique structure to avoid tax consequences. However, ETF screeners, as currently designed, are inadequate for DGI investors. They provide little to no information about an ETF's dividend safety, growth, or quality.

DGI ETF Investors: Don't Make These Common Mistakes When Screening

Zacks Investment Research

Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?

Launched on 03/09/2006, the First Trust Morningstar Dividend Leaders ETF (FDL) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?

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