First Trust Morningstar Dividend Leaders Index Fund
149 hedge funds and large institutions have $542M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less funds holding in top 10
Funds holding in top 10: →
26% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 62
56% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 18
Holders
149
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$5.8M | |
| 2 | +$737K | |
| 3 | +$381K | |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$371K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$347K |
Top Sellers
| 1 | -$16M | |
| 2 | -$10.6M | |
| 3 | -$10.3M | |
| 4 |
LPL Financial
San Diego,
California
|
-$9.26M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.75M |