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First Trust Morningstar Dividend Leaders Index Fund

351 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, 102 increasing their positions, 149 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

32% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 149

Holders
351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$67.3M
2 +$20.1M
3 +$6.36M
4
NLP
Next Level Private
New York
+$4.88M
5
GS
GTS Securities
New York
+$4.12M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$628K
177
$627K
178
$627K
179
$623K
180
$620K
181
$619K
182
$618K
183
$609K
184
$609K
185
$602K
186
$599K
187
$594K
188
$589K
189
$580K
190
$574K
191
$565K
192
$558K
193
$547K
194
$523K
195
$522K
196
$520K
197
$504K
198
$484K
199
$482K
200
$479K