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First Trust Dow Jones Global Select Dividend Index Fund

72 hedge funds and large institutions have $242M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 15

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

7% more funds holding

Funds holding: 6772 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.32% less ownership

Funds ownership: 43.61%42.29% (-1.3%)

5% less capital invested

Capital invested by funds: $256M → $242M (-$13.9M)

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
36
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
26
Regal Investment Advisors
Michigan
$908K +$31.1K +1,097 +3%
BF
27
BOK Financial
Oklahoma
$904K
Stifel Financial
28
Stifel Financial
Missouri
$763K +$45.7K +1,612 +6%
CS
29
Comerica Securities
Michigan
$763K +$812K +28,670 New
CA
30
Cetera Advisors
Colorado
$664K +$260K +9,193 +58%
M&T Bank
31
M&T Bank
New York
$653K +$695K +24,532 New
SIC
32
Shoker Investment Counsel
Ohio
$581K -$75.8K -2,675 -11%
IH
33
IFC Holdings
Florida
$575K -$35.1K -1,241 -5%
CS
34
Credit Suisse
Switzerland
$550K +$312K +11,013 +114%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$542K +$547K +19,315 +1,824%
PFS
36
Prospera Financial Services
Texas
$540K +$71.1K +2,512 +14%
NFG
37
Next Financial Group
Texas
$501K +$38.2K +1,350 +8%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$477K -$2.04M -71,911 -80%
PMG
39
ProVise Management Group
Florida
$389K +$414K +14,627 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$388K -$25.3K -895 -6%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$384K -$972K -34,327 -70%
PAG
42
Private Advisor Group
New Jersey
$354K +$98K +3,459 +35%
OC
43
Oppenheimer & Co
New York
$305K +$47.6K +1,681 +17%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$284K -$14.2K -500 -4%
VFS
45
VSR Financial Services
Kansas
$274K +$1.9K +67 +0.7%
JP Morgan Chase
46
JP Morgan Chase
New York
$249K +$265K +9,343 New
CAN
47
Cetera Advisor Networks
California
$242K +$3.99K +141 +2%
ONB
48
Old National Bancorp
Indiana
$228K
RWM
49
Rench Wealth Management
Texas
$225K -$14.8K -524 -6%
WA
50
WFG Advisors
Texas
$187K +$64.4K +2,274 +48%