FDL icon

First Trust Morningstar Dividend Leaders Index Fund

352 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, 150 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: 150

Holders
352
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
201
$477K
202
$471K
203
$467K
204
$464K
205
$459K
206
$444K
207
$440K
208
$439K
209
$438K
210
$437K
211
$433K
212
$433K
213
$433K
214
$430K
215
$428K
216
$420K
217
$418K
218
$403K
219
$397K
220
$393K
221
$393K
222
$382K
223
$379K
224
$379K
225
$376K