First Trust Morningstar Dividend Leaders Index Fund
344 hedge funds and large institutions have $2.64B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 139 reducing their positions, and 34 closing their positions.
New
Increased
Maintained
Reduced
Closed
less first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less funds holding in top 10
Funds holding in top 10: →
14% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 139
21% less capital invested
Capital invested by funds: $3.34B → $2.64B (-$699M)
97% less call options, than puts
Call options by funds: $34K | Put options by funds: $1M
Holders
344
Holding in Top 10
21
Calls
$34K
Puts
$1M
Top Buyers
| 1 | +$11.2M | |
| 2 | +$9.12M | |
| 3 | +$7.81M | |
| 4 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$6M |
| 5 |
JPMorgan Chase & Co
New York
|
+$5.92M |
Top Sellers
| 1 | -$124M | |
| 2 | -$58.4M | |
| 3 | -$41.4M | |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$18.8M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$16M |