We are live on
!
Find out more
First Trust Morningstar Dividend Leaders Index Fund
112 hedge funds and large institutions have $606M invested in First Trust Morningstar Dividend Leaders Index Fund in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 22 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
400% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 5
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
136% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 22
77% more capital invested
Capital invested by funds: $343M → $606M (+$264M)
19% more funds holding
Funds holding: 94 → 112 (+18)
7.75% more ownership
Funds ownership: 39.68% → 47.43% (+7.8%)
Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
2.99%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
25
Increased
52
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$28.4M |
| 2 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$25.9M |
| 3 |
Morgan Stanley
New York
|
+$25.3M |
| 4 |
LPL Financial
San Diego,
California
|
+$24.1M |
| 5 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$16.3M |
