First Trust Morningstar Dividend Leaders Index Fund
177 hedge funds and large institutions have $470M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 78 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
51% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 78
Holders
177
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$6.22M | |
| 2 | +$5.26M | |
| 3 | +$3.4M | |
| 4 |
LPL Financial
San Diego,
California
|
+$2.28M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.63M |
Top Sellers
| 1 | -$11.7M | |
| 2 | -$10M | |
| 3 | -$6.21M | |
| 4 |
Morgan Stanley
New York
|
-$5.45M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.97M |