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First Trust Morningstar Dividend Leaders Index Fund
137 hedge funds and large institutions have $653M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 63 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
1% more funds holding
Funds holding: 136 → 137 (+1)
0.88% less ownership
Funds ownership: 39.86% → 38.98% (-0.88%)
5% less capital invested
Capital invested by funds: $684M → $653M (-$31.5M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
48% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 63
Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
14
Increased
33
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$11.6M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.96M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.42M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.44M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.05M |
