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First Trust Morningstar Dividend Leaders Index Fund

346 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 92 increasing their positions, 162 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $2.64B → $2.4B (-$245M)

43% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 162

Holders
346
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.47M
2 +$5.41M
3 +$5.38M
4
Comerica Bank
Comerica Bank
Texas
+$2.78M
5
VF
Virtu Financial
New York
+$2.71M

Top Sellers

1 -$35.1M
2 -$24.8M
3 -$15.5M
4
Wells Fargo
Wells Fargo
California
-$14M
5
AWM
AE Wealth Management
Kansas
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$377K
227
$368K
228
$360K
229
$357K
230
$347K
231
$346K
232
$340K
233
$340K
234
$339K
235
$339K
236
$337K
237
$334K
238
$328K
239
$326K
240
$316K
241
$314K
242
$314K
243
$308K
244
$301K
245
$298K
246
$296K
247
$296K
248
$291K
249
$289K
250
$287K