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First Trust Morningstar Dividend Leaders Index Fund

175 hedge funds and large institutions have $464M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding in top 10

Funds holding in top 10:

37% less capital invested

Capital invested by funds: $740M → $464M (-$276M)

65% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 49

Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
$173K
127
$168K
128
$147K
129
$147K
130
$143K
131
$142K
132
$128K
133
$119K
134
$105K
135
$97K
136
$82K
137
$82K
138
$75K
139
$72K
140
$70K
141
$69K
142
$51K
143
$42K
144
$37K
145
$36K
146
$33K
147
$32K
148
$29K
149
$28K
150
$26K