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First Trust Morningstar Dividend Leaders Index Fund

172 hedge funds and large institutions have $449M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

29% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 69

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$6.19M
2 +$2.06M
3 +$1.28M
4
AAS
Avantax Advisory Services
Texas
+$1.24M
5
FTUS
Flow Traders U.S.
New York
+$682K

Top Sellers

1 -$11.4M
2 -$6.61M
3 -$5.3M
4
LPL Financial
LPL Financial
California
-$4.08M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$298K
102
$294K
103
$293K
104
$290K
105
$289K
106
$280K
107
$271K
108
$256K
109
$253K
110
$252K
111
$251K
112
$248K
113
$241K
114
$234K
115
$233K
116
$230K
117
$216K
118
$215K
119
$212K
120
$202K
121
$200K
122
$163K
123
$156K
124
$148K
125
$142K