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First Trust Morningstar Dividend Leaders Index Fund

78 hedge funds and large institutions have $269M invested in First Trust Morningstar Dividend Leaders Index Fund in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

43% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 37

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
78
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$71M
2
$38.7M
3
$18M
4
$17.4M
5
$15.2M
6
$13.6M
7
$7.79M
8
$6.35M
9
$5.61M
10
$5.32M
11
$5.3M
12
$5.23M
13
$4.73M
14
$4.59M
15
$4M
16
$3.66M
17
$3.22M
18
$2.42M
19
$2.41M
20
$2.22M
21
$2.08M
22
$1.86M
23
$1.75M
24
$1.57M
25
$1.5M