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First Trust Morningstar Dividend Leaders Index Fund

169 hedge funds and large institutions have $551M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 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:

more ownership

Funds ownership:

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

4% more capital invested

Capital invested by funds: $529M → $551M (+$21.8M)

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
$106M
2
$40.3M
3
$39.8M
4
$38M
5
$32.4M
6
$16.8M
7
$16M
8
$15.9M
9
$13.6M
10
$12.8M
11
$12M
12
$11.8M
13
$11.7M
14
$10.8M
15
$9.69M
16
$8.9M
17
$8.44M
18
$8.31M
19
$7.96M
20
$6.86M
21
$6.86M
22
$6.44M
23
$6.12M
24
$5M
25
$4.55M