First Trust Morningstar Dividend Leaders Index Fund
155 hedge funds and large institutions have $529M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
less ownership
Funds ownership: →
2% less capital invested
Capital invested by funds: $542M → $529M (-$12.7M)
27% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 63
Holders
155
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$3.83M | |
| 2 | +$2.26M | |
| 3 | +$1.48M | |
| 4 |
LPL Financial
San Diego,
California
|
+$1.36M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.35M |
Top Sellers
| 1 | -$13M | |
| 2 | -$7.35M | |
| 3 | -$6.01M | |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$5.11M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$3.73M |