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First Trust Morningstar Dividend Leaders Index Fund

172 hedge funds and large institutions have $449M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

29% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 69

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$6.19M
2 +$2.06M
3 +$1.28M
4
AAS
Avantax Advisory Services
Texas
+$1.24M
5
FTUS
Flow Traders U.S.
New York
+$682K

Top Sellers

1 -$11.4M
2 -$6.61M
3 -$5.3M
4
LPL Financial
LPL Financial
California
-$4.08M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.19M
52
$991K
53
$981K
54
$977K
55
$963K
56
$884K
57
$884K
58
$872K
59
$870K
60
$862K
61
$825K
62
$822K
63
$803K
64
$782K
65
$780K
66
$777K
67
$765K
68
$739K
69
$726K
70
$691K
71
$680K
72
$629K
73
$626K
74
$619K
75
$594K