First Trust Morningstar Dividend Leaders Index Fund
138 hedge funds and large institutions have $703M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 17 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: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
7% less capital invested
Capital invested by funds: $760M → $703M (-$56.6M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
138
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$8.95M | |
| 2 | +$2.05M | |
| 3 | +$2.03M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.91M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.52M |
Top Sellers
| 1 | -$28.1M | |
| 2 | -$17.6M | |
| 3 | -$11.2M | |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$6.96M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.82M |