FDL icon

First Trust Morningstar Dividend Leaders Index Fund

155 hedge funds and large institutions have $529M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 8 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:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $542M → $529M (-$12.7M)

27% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 63

Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
126
$33K
127
$27K
128
$25K
129
$21K
130
$20K
131
$17K
132
$17K
133
$17K
134
$15K
135
$13K
136
$13K
137
$13K
138
$11K
139
$9K
140
$9K
141
$7K
142
$7K
143
$6K
144
$6K
145
$4.5K
146
$4K
147
$3K
148
$2K
149
$2K
150