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First Trust Morningstar Dividend Leaders Index Fund

175 hedge funds and large institutions have $464M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding in top 10

Funds holding in top 10:

37% less capital invested

Capital invested by funds: $740M → $464M (-$276M)

65% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 49

Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.09M
52
$1.04M
53
$1.03M
54
$1.02M
55
$980K
56
$969K
57
$951K
58
$943K
59
$939K
60
$931K
61
$774K
62
$741K
63
$737K
64
$724K
65
$717K
66
$682K
67
$674K
68
$674K
69
$655K
70
$652K
71
$639K
72
$630K
73
$627K
74
$617K
75
$616K