First Trust Morningstar Dividend Leaders Index Fund
210 hedge funds and large institutions have $740M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 7 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 in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
14% more capital invested
Capital invested by funds: $647M → $740M (+$92.9M)
1.59% more ownership
Funds ownership: 38.54% → 40.13% (+1.6%)
Holders
210
Holding in Top 10
7
Calls
–
Puts
–
Top Buyers
| 1 | +$17.5M | |
| 2 | +$10.3M | |
| 3 | +$5.18M | |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$3.27M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.12M |
Top Sellers
| 1 | -$8.9M | |
| 2 | -$3.55M | |
| 3 | -$1.28M | |
| 4 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$1.15M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.08M |