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First Trust Morningstar Dividend Leaders Index Fund
173 hedge funds and large institutions have $603M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
70% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 44
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
9% more capital invested
Capital invested by funds: $551M → $603M (+$51.9M)
2% more funds holding
Funds holding: 169 → 173 (+4)
1.42% less ownership
Funds ownership: 39.87% → 38.45% (-1.4%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.74%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
20
Increased
75
Reduced
44
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$19.3M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$17.1M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$10.8M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$6.35M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$4.42M |
