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First Trust Morningstar Dividend Leaders Index Fund
88 hedge funds and large institutions have $288M invested in First Trust Morningstar Dividend Leaders Index Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.69% less ownership
Funds ownership: 35.39% → 33.71% (-1.7%)
3% less funds holding
Funds holding: 91 → 88 (-3)
13% less capital invested
Capital invested by funds: $333M → $288M (-$44.7M)
21% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 38
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
30
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$3.05M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.23M |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$2.12M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.49M |
| 5 |
Jane Street
New York
|
+$1.37M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$11.8M |
| 2 |
Citigroup
New York
|
-$8.28M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.47M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.17M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.3M |
