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First Trust Morningstar Dividend Leaders Index Fund
290 hedge funds and large institutions have $1.66B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 51 reducing their positions, and 36 closing their positions.
New
Increased
Maintained
Reduced
Closed
182% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 51
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
19% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 36
10% more capital invested
Capital invested by funds: $1.51B → $1.66B (+$146M)
1.91% more ownership
Funds ownership: 52.54% → 54.45% (+1.9%)
2% more funds holding
Funds holding: 285 → 290 (+5)
Holders
290
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
5%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
43
Increased
144
Reduced
51
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$45.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$41.3M |
| 3 |
Morgan Stanley
New York
|
+$37M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$25.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$23.3M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$58.6M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$32.6M |
| 3 |
Jane Street
New York
|
-$10.3M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.29M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$3.67M |
