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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
276
$234K
277
$233K
278
$233K
279
$229K
280
$226K
281
$226K
282
$224K
283
$223K
284
$222K
285
$221K
286
$219K
287
$219K
288
$218K
289
$218K
290
$215K
291
$215K
292
$215K
293
$210K
294
$207K
295
$202K
296
$201K
297
$167K
298
$154K
299
$154K
300
$152K