First Trust Morningstar Dividend Leaders Index Fund
120 hedge funds and large institutions have $698M invested in First Trust Morningstar Dividend Leaders Index Fund in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.75% less ownership
Funds ownership: 47.43% → 44.68% (-2.7%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Holders
120
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$15.3M | |
| 2 | +$14.9M | |
| 3 | +$12.9M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$11.1M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$10.8M |
Top Sellers
| 1 | -$27.9M | |
| 2 | -$13.7M | |
| 3 | -$9.08M | |
| 4 |
Goldman Sachs
New York
|
-$7.29M |
| 5 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$4.39M |