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First Trust Morningstar Dividend Leaders Index Fund

370 hedge funds and large institutions have $2.46B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

9% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 138

Holders
370
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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 +$68.4M
2 +$23.8M
3 +$13.9M
4
Wells Fargo
Wells Fargo
California
+$8.14M
5
RL
Retireful LLC
Michigan
+$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$2.63M
102
$2.56M
103
$2.51M
104
$2.42M
105
$2.4M
106
$2.3M
107
$2.24M
108
$2.14M
109
$2.12M
110
$2.06M
111
$2.03M
112
$2.01M
113
$1.93M
114
$1.86M
115
$1.79M
116
$1.76M
117
$1.75M
118
$1.71M
119
$1.71M
120
$1.71M
121
$1.64M
122
$1.59M
123
$1.58M
124
$1.56M
125
$1.54M