We are live on
!
Find out more
First Trust Morningstar Dividend Leaders Index Fund
204 hedge funds and large institutions have $591M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
106% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 16
28% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 57
16% more capital invested
Capital invested by funds: $509M → $591M (+$82.1M)
7% more funds holding
Funds holding: 190 → 204 (+14)
2.05% more ownership
Funds ownership: 35.98% → 38.02% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
73
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CF
Clarity Financial
Houston,
Texas
|
+$15.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.28M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$7.93M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.62M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.37M |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.33M |
| 2 |
Goldman Sachs
New York
|
-$3.18M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.59M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$2.52M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.46M |
