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First Trust Morningstar Dividend Leaders Index Fund
118 hedge funds and large institutions have $761M invested in First Trust Morningstar Dividend Leaders Index Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
71% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 34
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
9% more capital invested
Capital invested by funds: $698M → $761M (+$62.7M)
0.88% less ownership
Funds ownership: 44.68% → 43.8% (-0.88%)
2% less funds holding
Funds holding: 120 → 118 (-2)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
8
Increased
58
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$34.3M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$12.3M |
| 3 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
+$7.72M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.17M |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$4.56M |
Top Sellers
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$10.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.3M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$5.4M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$3.63M |
| 5 |
Jane Street
New York
|
-$3.39M |
