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First Trust Morningstar Dividend Leaders Index Fund

351 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 149 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

32% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 149

Holders
351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$67.3M
2 +$20.1M
3 +$6.36M
4
NLP
Next Level Private
New York
+$4.88M
5
GS
GTS Securities
New York
+$4.12M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$286K
252
$286K
253
$286K
254
$285K
255
$283K
256
$276K
257
$276K
258
$272K
259
$272K
260
$271K
261
$270K
262
$266K
263
$266K
264
$259K
265
$257K
266
$255K
267
$255K
268
$250K
269
$246K
270
$240K
271
$237K
272
$235K
273
$235K
274
$231K
275
$230K