First Trust Morningstar Dividend Leaders Index Fund
FDL
Market cap $4.37B

40.17 USD

+0.60

1.52%

At close Dec 20, 4:00 PM EST

1 day

1.52%

5 days

-2.67%

1 month

-5.10%

3 months

-4.04%

6 months

5.27%

Year to date

10.24%

1 year

12.30%

5 years

23.03%

10 years

64.77%

0

Funds holding %

of 6,809 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

4% more funds holding

Funds holding: 347 [Q2] → 361 (+14) [Q3]

3% more capital invested

Capital invested by funds: $2.37B [Q2] → $2.45B (+$76.5M) [Q3]

0.84% more ownership

Funds ownership: 59.66% [Q2] → 60.5% (+0.84%) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 15 [Q2] → 15 (+0) [Q3]

7% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 134

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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: Makes Building A Dividend Portfolio Easy, But Has Weaknesses

First Trust Morningstar Dividend Leaders Index Fund offers instant exposure to reputable dividend-paying companies, simplifying portfolio building with a 4% yield and 0.45% expense ratio. The ETF maintains diverse holdings across sectors, with top positions in Chevron, Verizon, and AbbVie, ensuring balanced dividend growth and stability. Despite lower starting yields compared to individual stocks, FDL eliminates single stock risk and provides an 8.2% dividend CAGR over the last decade.

FDL: Makes Building A Dividend Portfolio Easy, But Has Weaknesses

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?

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.

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