We are live on ! Find out more
FGD icon

First Trust Dow Jones Global Select Dividend Index Fund

47 hedge funds and large institutions have $145M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

24% more capital invested

Capital invested by funds: $117M → $145M (+$27.9M)

15% more funds holding

Funds holding: 4147 (+6)

3.33% more ownership

Funds ownership: 37.56%40.89% (+3.3%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
17
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
26
First Allied Advisory Services
California
$443K -$50.9K -2,061 -11%
NPC
27
National Planning Corporation
California
$342K +$41.7K +1,691 +15%
Deutsche Bank
28
Deutsche Bank
Germany
$314K +$106K +4,291 +54%
CS
29
Credit Suisse
Switzerland
$295K +$284K +11,496 New
SNC
30
Stifel Nicolaus & Co
Missouri
$273K -$790 -32 -0.3%
Ameriprise
31
Ameriprise
Minnesota
$254K +$52.8K +2,140 +28%
TT
32
Tower Trust
Indiana
$239K -$159K -6,429 -41%
PFS
33
Prospera Financial Services
Texas
$238K +$227K +9,189 New
CP
34
Camelot Portfolios
Ohio
$231K -$2.52K -102 -1%
KIG
35
Kessler Investment Group
Indiana
$132K +$127K +5,143 New
US Bancorp
36
US Bancorp
Minnesota
$131K
DADC
37
D.A. Davidson & Co
Montana
$120K
WA
38
WFG Advisors
Texas
$120K +$21K +850 +22%
HR
39
Howe & Rusling
New York
$69K +$2.22K +90 +3%
Invesco
40
Invesco
Georgia
$51K
Citigroup
41
Citigroup
New York
$47K +$99 +4 +0.2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$44K -$14K -569 -25%
Bessemer Group
43
Bessemer Group
New Jersey
$26K
JFA
44
JNBA Financial Advisors
Minnesota
$18K +$17.3K +700 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$10K +$9.87K +400 New
MFS
46
MSI Financial Services
Massachusetts
$5K
NES
47
New England Securities
New York
$5K +$4.94K +200 New
CFA
48
Camarda Financial Advisors
Florida
-$131K -5,671 Closed
FHC
49
First Heartland Consultants
Missouri
-$85K -3,690 Closed
GI
50
Gradient Investments
Minnesota
-$3K -131 Closed