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First Trust Morningstar Dividend Leaders Index Fund

175 hedge funds and large institutions have $464M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding in top 10

Funds holding in top 10:

37% less capital invested

Capital invested by funds: $740M → $464M (-$276M)

65% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 49

Holders
175
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
$383K
102
$373K
103
$335K
104
$335K
105
$333K
106
$331K
107
$328K
108
$328K
109
$324K
110
$321K
111
$298K
112
$291K
113
$263K
114
$256K
115
$245K
116
$241K
117
$237K
118
$223K
119
$221K
120
$219K
121
$218K
122
$215K
123
$213K
124
$191K
125
$181K