First Trust Morningstar Dividend Leaders Index Fund
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
152% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 25
43% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 110
16% more capital invested
Capital invested by funds: $2.45B [Q3] → $2.84B (+$389M) [Q4]
8% more funds holding
Funds holding: 365 [Q3] → 393 (+28) [Q4]
0.28% less ownership
Funds ownership: 60.57% [Q3] → 60.29% (-0.28%) [Q4]
13% less funds holding in top 10
Funds holding in top 10: 15 [Q3] → 13 (-2) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for FDL.
Financial journalist opinion
Based on 3 articles about FDL published over the past 30 days
Positive
Zacks Investment Research
2 weeks ago
5 U.S. Dividend ETFs Outperforming Amid Market Turmoil
Here are five dividend ETFs that are outpacing the broader market this year and are considered solid options in uncertain markets.
Neutral
Investors Business Daily
2 weeks ago
Investors Can't Get Enough Of These 7 Trump-Proof Dividend Stocks
Investors nervous about President Trump's tariffs have one thing on their mind: S&P 500 dividends. The post Investors Can't Get Enough Of These 7 Trump-Proof Dividend Stocks appeared first on Investor's Business Daily.
Positive
Seeking Alpha
4 weeks ago
Seeking Yield In Equity Funds With Lower Valuations And Risk
I track about a thousand funds using Mutual Fund Observer and have developed a ranking system to group equity funds into four categories based on risk, valuation, and/or yield. Tier One contains the Lipper Categories and funds that have a combination of lower risk, lower valuations, and higher yields. Tier Two contains those with low to moderate valuations and have lower risk.
Positive
Seeking Alpha
1 month ago
FDL: A Solid Dividend-Focused ETF To Beat The Uncertainty In 2025
First Trust Morningstar Dividend Leaders Index Fund ETF is recommended for its high-quality dividend-paying companies, strong fundamentals, and sector concentration in healthcare, consumer staples, and utilities. The 2025 outlook suggests a volatile market, making dividend-focused ETFs like FDL a strategic choice to protect against losses and ensure long-term success. FDL's portfolio structure, with a nearly 4% dividend yield and solid share price appreciation, has outperformed the S&P 500 year-to-date and over the past twelve months.
Neutral
Zacks Investment Research
1 month ago
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.
Neutral
Zacks Investment Research
3 months ago
Should First Trust Morningstar Dividend Leaders ETF (FDL) Be on Your Investing Radar?
The First Trust Morningstar Dividend Leaders ETF (FDL) was launched on 03/09/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.
Positive
Seeking Alpha
4 months ago
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.
Neutral
Zacks Investment Research
5 months ago
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.
Positive
Seeking Alpha
6 months ago
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.
Neutral
Zacks Investment Research
7 months ago
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.
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