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First Trust Morningstar Dividend Leaders Index Fund
78 hedge funds and large institutions have $269M invested in First Trust Morningstar Dividend Leaders Index Fund in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
0.93% more ownership
Funds ownership: 33.71% → 34.64% (+0.93%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less capital invested
Capital invested by funds: $288M → $269M (-$19.2M)
11% less funds holding
Funds holding: 88 → 78 (-10)
43% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 37
47% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 17
Holders
78
Holders Change
-10
Holders Change %
-11.36%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
21
Reduced
37
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$14.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.36M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$4.33M |
| 4 |
Morgan Stanley
New York
|
-$2.28M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.86M |
