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First Trust Morningstar Dividend Leaders Index Fund

172 hedge funds and large institutions have $449M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

29% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 69

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$6.19M
2 +$2.06M
3 +$1.28M
4
AAS
Avantax Advisory Services
Texas
+$1.24M
5
FTUS
Flow Traders U.S.
New York
+$682K

Top Sellers

1 -$11.4M
2 -$6.61M
3 -$5.3M
4
LPL Financial
LPL Financial
California
-$4.08M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$3.47M
27
$3.42M
28
$3.21M
29
$3.07M
30
$2.86M
31
$2.73M
32
$2.73M
33
$2.68M
34
$2.59M
35
$2.54M
36
$2.19M
37
$2.15M
38
$2.14M
39
$2.09M
40
$1.97M
41
$1.94M
42
$1.89M
43
$1.86M
44
$1.75M
45
$1.69M
46
$1.64M
47
$1.59M
48
$1.43M
49
$1.26M
50
$1.21M