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First Trust Morningstar Dividend Leaders Index Fund
68 hedge funds and large institutions have $206M invested in First Trust Morningstar Dividend Leaders Index Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
1% more funds holding
Funds holding: 67 → 68 (+1)
4% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 26
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.18% less ownership
Funds ownership: 30.55% → 30.37% (-0.18%)
2% less capital invested
Capital invested by funds: $210M → $206M (-$3.17M)
Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
27
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$3.07M |
| 2 |
SG Americas Securities
New York
|
+$2.28M |
| 3 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
+$959K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$819K |
| 5 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
+$768K |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$9.01M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$7.32M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$2.33M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.34M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$812K |
