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First Trust Morningstar Dividend Leaders Index Fund
87 hedge funds and large institutions have $401M invested in First Trust Morningstar Dividend Leaders Index Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
71% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 21
59% more capital invested
Capital invested by funds: $252M → $401M (+$149M)
16% more funds holding
Funds holding: 75 → 87 (+12)
8.24% more ownership
Funds ownership: 31.86% → 40.1% (+8.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
36
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CM
Churchill Management
Los Angeles,
California
|
+$69.4M |
| 2 |
Morgan Stanley
New York
|
+$16.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$14.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.33M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.67M |
