We are live on
!
Find out more
First Trust Morningstar Dividend Leaders Index Fund
190 hedge funds and large institutions have $509M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 76 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
162% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more capital invested
Capital invested by funds: $449M → $509M (+$60.2M)
10% more funds holding
Funds holding: 172 → 190 (+18)
0.52% more ownership
Funds ownership: 35.46% → 35.98% (+0.52%)
37% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 76
Holders
190
Holders Change
+18
Holders Change %
+10.47%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
48
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.89M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$2.65M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.5M |
| 4 |
HA
HC Advisors
Sandy Springs,
Georgia
|
+$2.35M |
| 5 |
Goldman Sachs
New York
|
+$1.86M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$10.8M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$6.01M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$2.86M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.21M |
| 5 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$2.16M |
