First Trust Morningstar Dividend Leaders Index Fund
136 hedge funds and large institutions have $684M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
3% less capital invested
Capital invested by funds: $703M → $684M (-$18.6M)
1% less funds holding
Funds holding: 138 → 136 (-2)
Holders
136
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$20.8M | |
| 2 | +$5.3M | |
| 3 | +$3.63M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.59M |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
+$3.5M |
Top Sellers
| 1 | -$7.85M | |
| 2 | -$7.34M | |
| 3 | -$5.68M | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$5.16M |
| 5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$4.56M |