FDL icon

First Trust Morningstar Dividend Leaders Index Fund

205 hedge funds and large institutions have $605M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 205205 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $13K

Holders
205
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
$13K
Net Calls
Net Calls Change

Top Buyers

1 +$3.42M
2 +$2.96M
3 +$2.42M
4
LPL Financial
LPL Financial
California
+$2.06M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$227K
152
$226K
153
$223K
154
$222K
155
$215K
156
$215K
157
$208K
158
$205K
159
$203K
160
$164K
161
$157K
162
$155K
163
$150K
164
$150K
165
$142K
166
$133K
167
$132K
168
$104K
169
$89K
170
$84K
171
$75K
172
$75K
173
$73K
174
$61K
175
$49K