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First Trust Morningstar Dividend Leaders Index Fund
67 hedge funds and large institutions have $210M invested in First Trust Morningstar Dividend Leaders Index Fund in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
650% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 2
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
22% more funds holding
Funds holding: 55 → 67 (+12)
8% more capital invested
Capital invested by funds: $194M → $210M (+$15.5M)
0.44% more ownership
Funds ownership: 30.11% → 30.55% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
67
Holders Change
+12
Holders Change %
+21.82%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
26
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$7.21M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$2.67M |
| 3 |
SG Americas Securities
New York
|
+$2.29M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.02M |
| 5 |
AIG
American International Group
New York
|
+$1.07M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$4.52M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$2.41M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.23M |
| 4 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$948K |
| 5 |
Morgan Stanley
New York
|
-$738K |
