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First Trust Morningstar Dividend Leaders Index Fund
138 hedge funds and large institutions have $703M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
5% more funds holding
Funds holding: 132 → 138 (+6)
4% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 47
3.06% less ownership
Funds ownership: 42.85% → 39.79% (-3.1%)
7% less capital invested
Capital invested by funds: $760M → $703M (-$56.6M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
138
Holders Change
+6
Holders Change %
+4.55%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
45
Reduced
47
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$8.86M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.04M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.01M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.89M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.51M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$27.8M |
| 2 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$17.6M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$11.1M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$6.96M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IPC
151
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$31K | -1,125 | Closed |
|
152
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$14K | -498 | Closed |
|
153
SEI Investments
Oaks,
Pennsylvania
| – | -$10K | -364 | Closed |
|
|
WAM
154
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$7K | -250 | Closed |
|