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First Trust Morningstar Dividend Leaders Index Fund

175 hedge funds and large institutions have $464M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding in top 10

Funds holding in top 10:

37% less capital invested

Capital invested by funds: $740M → $464M (-$276M)

65% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 49

Holders
175
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
$81.3M
2
$33.6M
3
$33.5M
4
$30.8M
5
$20.7M
6
$16.8M
7
$16.5M
8
$13.8M
9
$12.2M
10
$10.6M
11
$10.3M
12
$9.87M
13
$9.78M
14
$9.34M
15
$9.04M
16
$7.75M
17
$6.72M
18
$6.47M
19
$5.79M
20
$5M
21
$4.9M
22
$4.76M
23
$4.5M
24
$4.13M
25
$4.01M