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First Trust Morningstar Dividend Leaders Index Fund

172 hedge funds and large institutions have $449M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

29% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 69

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 +$6.19M
2 +$2.06M
3 +$1.28M
4
AAS
Avantax Advisory Services
Texas
+$1.24M
5
FTUS
Flow Traders U.S.
New York
+$682K

Top Sellers

1 -$11.4M
2 -$6.61M
3 -$5.3M
4
LPL Financial
LPL Financial
California
-$4.08M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$130K
127
$121K
128
$121K
129
$120K
130
$120K
131
$113K
132
$84K
133
$84K
134
$81K
135
$78K
136
$75K
137
$70K
138
$60K
139
$59K
140
$58K
141
$52K
142
$49K
143
$42K
144
$33K
145
$31K
146
$29K
147
$24K
148
$23K
149
$22K
150
$21K