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First Trust Morningstar Dividend Leaders Index Fund
353 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 150 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
1.14% less ownership
Funds ownership: 56.54% → 55.39% (-1.1%)
2% less funds holding
Funds holding: 362 → 353 (-9)
7% less capital invested
Capital invested by funds: $2.3B → $2.13B (-$171M)
11% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 37
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
31% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 150
Holders
353
Holders Change
-9
Holders Change %
-2.49%
% of All Funds
5.1%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
103
Reduced
150
Closed
37
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
+$30K
Top Buyers
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$14.1M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$12.1M |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$10.6M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$9.36M |
