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First Trust Morningstar Dividend Leaders Index Fund

169 hedge funds and large institutions have $551M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 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:

more ownership

Funds ownership:

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

4% more capital invested

Capital invested by funds: $529M → $551M (+$21.8M)

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
$355K
102
$328K
103
$326K
104
$309K
105
$294K
106
$279K
107
$277K
108
$264K
109
$263K
110
$262K
111
$241K
112
$239K
113
$231K
114
$225K
115
$215K
116
$209K
117
$204K
118
$202K
119
$164K
120
$160K
121
$152K
122
$133K
123
$126K
124
$119K
125
$118K