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First Trust Morningstar Dividend Leaders Index Fund

155 hedge funds and large institutions have $529M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $542M → $529M (-$12.7M)

27% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 63

Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
76
$498K
77
$492K
78
$483K
79
$462K
80
$459K
81
$437K
82
$433K
83
$427K
84
$393K
85
$393K
86
$387K
87
$383K
88
$379K
89
$378K
90
$377K
91
$373K
92
$364K
93
$355K
94
$336K
95
$325K
96
$321K
97
$289K
98
$279K
99
$267K
100
$260K