First Trust Morningstar Dividend Leaders Index Fund
FDL
FDL
356 hedge funds and large institutions have $3.37B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 161 increasing their positions, 60 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
23% more funds holding
Funds holding: 289 → 356 (+67)
7.42% more ownership
Funds ownership: 54.42% → 61.85% (+7.4%)
Holders
356
Holding in Top 10
24
Calls
–
Puts
–
Top Buyers
| 1 | +$120M | |
| 2 | +$111M | |
| 3 | +$93.9M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$63.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$42M |
Top Sellers
| 1 | -$20.6M | |
| 2 | -$6.74M | |
| 3 | -$3.73M | |
| 4 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$3.48M |
| 5 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$2.75M |