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First Trust Morningstar Dividend Leaders Index Fund
FDL
FDL
158 hedge funds and large institutions have $683M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 53 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
191% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 11
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
15% more funds holding
Funds holding: 137 → 158 (+21)
5% more capital invested
Capital invested by funds: $653M → $683M (+$29.8M)
0.7% more ownership
Funds ownership: 38.98% → 39.68% (+0.7%)
13% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 53
Holders
158
Holders Change
+21
Holders Change %
+15.33%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
32
Increased
46
Reduced
53
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$9.12M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.08M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.2M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.05M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.02M |
