First Trust Morningstar Dividend Leaders Index Fund
175 hedge funds and large institutions have $647M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 57 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0.38% less ownership
Funds ownership: 38.93% → 38.54% (-0.38%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
175
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$5.35M | |
| 2 | +$1.34M | |
| 3 | +$1.25M | |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$980K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$888K |
Top Sellers
| 1 | -$7.83M | |
| 2 | -$6.26M | |
| 3 | -$4.91M | |
| 4 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$2.37M |
| 5 |
Morgan Stanley
New York
|
-$2.2M |