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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
276
$228K
277
$227K
278
$226K
279
$226K
280
$221K
281
$220K
282
$213K
283
$209K
284
$206K
285
$205K
286
$205K
287
$205K
288
$203K
289
$202K
290
$201K
291
$189K
292
$184K
293
$171K
294
$165K
295
$154K
296
$152K
297
$151K
298
$150K
299
$137K
300
$131K