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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
101
$255K
102
$250K
103
$220K
104
$212K
105
$211K
106
$156K
107
$144K
108
$126K
109
$110K
110
$103K
111
$100K
112
$86K
113
$81K
114
$80K
115
$68K
116
$66K
117
$62K
118
$56K
119
$51K
120
$44K
121
$41K
122
$39K
123
$37K
124
$36K
125
$34K