First Trust Morningstar Dividend Leaders Index Fund
173 hedge funds and large institutions have $603M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.42% less ownership
Funds ownership: 39.87% → 38.45% (-1.4%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Holders
173
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$14.2M | |
| 2 | +$8.92M | |
| 3 | +$5.28M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.23M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.86M |
Top Sellers
| 1 | -$20.1M | |
| 2 | -$17.8M | |
| 3 | -$10.8M | |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$6.61M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.93M |