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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 45 funds opening new positions, 125 increasing their positions, 138 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)

9% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 138

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
301
$228K
302
$223K
303
$222K
304
$222K
305
$215K
306
$209K
307
$209K
308
$208K
309
$192K
310
$190K
311
$168K
312
$161K
313
$150K
314
$145K
315
$139K
316
$135K
317
$130K
318
$128K
319
$108K
320
$106K
321
$105K
322
$100K
323
$99.9K
324
$92.3K
325
$83.9K