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First Trust Morningstar Dividend Leaders Index Fund

370 hedge funds and large institutions have $2.46B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 125 increasing their positions, 139 reducing their positions, and 22 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:

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

10% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 139

Holders
370
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$68.4M
2 +$23.8M
3 +$13.9M
4
Wells Fargo
Wells Fargo
California
+$8.14M
5
RL
Retireful LLC
Michigan
+$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$330K
252
$327K
253
$325K
254
$324K
255
$322K
256
$318K
257
$317K
258
$317K
259
$317K
260
$316K
261
$313K
262
$311K
263
$311K
264
$306K
265
$305K
266
$305K
267
$303K
268
$300K
269
$299K
270
$294K
271
$287K
272
$283K
273
$282K
274
$280K
275
$279K