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First Trust Morningstar Dividend Leaders Index Fund
345 hedge funds and large institutions have $2.64B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 121 increasing their positions, 139 reducing their positions, and 34 closing their positions.
New
Increased
Maintained
Reduced
Closed
9% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 34
1.77% less ownership
Funds ownership: 61.16% → 59.38% (-1.8%)
3% less funds holding
Funds holding: 357 → 345 (-12)
9% less funds holding in top 10
Funds holding in top 10: 23 → 21 (-2)
13% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 139
21% less capital invested
Capital invested by funds: $3.34B → $2.64B (-$699M)
97% less call options, than puts
Call options by funds: $34K | Put options by funds: $1M
Holders
345
Holders Change
-12
Holders Change %
-3.36%
% of All Funds
5.42%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.33%
New
31
Increased
121
Reduced
139
Closed
34
Calls
$34K
Puts
$1M
Net Calls
-$967K
Net Calls Change
-$991K
Top Buyers
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$11.4M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$9.29M |
| 3 |
Jane Street
New York
|
+$7.96M |
| 4 |
JP Morgan Chase
New York
|
+$6.03M |
| 5 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
+$6M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$126M |
| 2 |
Morgan Stanley
New York
|
-$59.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$42.2M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$19.1M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DAC
376
Dividend Assets Capital
Ridgeland,
South Carolina
| – | -$26K | -700 | Closed |
|
|
BA
377
Bellwether Advisors
Lincoln,
Nebraska
| – | -$19K | -535 | Closed |
|
378
Jones Financial Companies
Des Peres,
Missouri
| – | -$10.9K | -306 | Closed |
|
|
PFBT
379
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$3.55K | -100 | Closed |
|