First Trust Morningstar Dividend Leaders Index Fund
346 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 92 increasing their positions, 162 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
9% less capital invested
Capital invested by funds: $2.64B → $2.4B (-$245M)
43% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 162
Holders
346
Holding in Top 10
21
Calls
$13K
Puts
–
Top Buyers
| 1 | +$5.47M | |
| 2 | +$5.41M | |
| 3 | +$5.38M | |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$2.78M |
| 5 |
VF
Virtu Financial
New York
|
+$2.71M |
Top Sellers
| 1 | -$35.1M | |
| 2 | -$24.8M | |
| 3 | -$15.5M | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$14M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$12.9M |