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First Trust Morningstar Dividend Leaders Index Fund

370 hedge funds and large institutions have $2.46B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

9% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 138

Holders
370
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$68.4M
2 +$23.8M
3 +$13.9M
4
Wells Fargo
Wells Fargo
California
+$8.14M
5
RL
Retireful LLC
Michigan
+$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$818K
177
$817K
178
$814K
179
$814K
180
$794K
181
$779K
182
$772K
183
$769K
184
$757K
185
$754K
186
$741K
187
$739K
188
$739K
189
$732K
190
$713K
191
$711K
192
$705K
193
$704K
194
$701K
195
$686K
196
$659K
197
$658K
198
$650K
199
$641K
200
$608K