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First Trust Morningstar Dividend Leaders Index Fund
161 hedge funds and large institutions have $596M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 71 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
2% more funds holding
Funds holding: 158 → 161 (+3)
0.47% less ownership
Funds ownership: 39.68% → 39.21% (-0.47%)
13% less capital invested
Capital invested by funds: $683M → $596M (-$86.6M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
34% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 71
Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
3.69%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
16
Increased
47
Reduced
71
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$16.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$14.8M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$14.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$10.9M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$9.32M |
