First Trust Morningstar Dividend Leaders Index Fund
361 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 113 increasing their positions, 152 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
11% less funds holding in top 10
Funds holding in top 10: 19 → 17 (-2)
26% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 152
Holders
361
Holding in Top 10
17
Calls
$3K
Puts
–
Top Buyers
| 1 | +$73M | |
| 2 | +$13.4M | |
| 3 | +$10.6M | |
| 4 |
RL
Retireful LLC
Haslett,
Michigan
|
+$5.56M |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$5.42M |
Top Sellers
| 1 | -$258M | |
| 2 | -$58M | |
| 3 | -$39.2M | |
| 4 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$19.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$18.4M |