First Trust Morningstar Dividend Leaders Index Fund
359 hedge funds and large institutions have $2.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 83 increasing their positions, 167 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
10% less funds holding in top 10
Funds holding in top 10: 21 → 19 (-2)
50% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 167
Holders
359
Holding in Top 10
19
Calls
$21K
Puts
–
Top Buyers
| 1 | +$219M | |
| 2 | +$9.41M | |
| 3 | +$4.02M | |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$3.37M |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$3.32M |
Top Sellers
| 1 | -$77.7M | |
| 2 | -$23M | |
| 3 | -$17M | |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$15.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$14.2M |