First Trust Morningstar Dividend Leaders Index Fund
137 hedge funds and large institutions have $653M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 63 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
48% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 63
Holders
137
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$5.45M | |
| 2 | +$2.42M | |
| 3 | +$1.63M | |
| 4 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
+$1.21M |
| 5 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$626K |
Top Sellers
| 1 | -$11.9M | |
| 2 | -$6.09M | |
| 3 | -$5.54M | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.52M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.12M |