First Trust Morningstar Dividend Leaders Index Fund
284 hedge funds and large institutions have $1.51B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 119 increasing their positions, 51 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
19% more funds holding
Funds holding: 238 → 284 (+46)
10.63% more ownership
Funds ownership: 41.89% → 52.52% (+11%)
29% less call options, than puts
Call options by funds: $10K | Put options by funds: $14K
Holders
284
Holding in Top 10
13
Calls
$10K
Puts
$14K
Top Buyers
| 1 | +$175M | |
| 2 | +$48M | |
| 3 | +$39.4M | |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$38.2M |
| 5 |
LPL Financial
San Diego,
California
|
+$36.5M |
Top Sellers
| 1 | -$2.55M | |
| 2 | -$1.56M | |
| 3 | -$1.51M | |
| 4 |
HT
HighTower Trust
Houston,
Texas
|
-$1.22M |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$1.05M |