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First Trust Dow Jones Global Select Dividend Index Fund

78 hedge funds and large institutions have $217M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

8% more funds holding

Funds holding: 7278 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.8% less ownership

Funds ownership: 42.29%40.48% (-1.8%)

10% less capital invested

Capital invested by funds: $242M → $217M (-$24.7M)

42% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 33

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
19
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$866K +$517K +19,704 +137%
BF
27
BOK Financial
Oklahoma
$862K
SPC
28
Sigma Planning Corp
Michigan
$862K +$891K +33,988 New
Jane Street
29
Jane Street
New York
$844K -$2.57M -97,909 -75%
RIA
30
Regal Investment Advisors
Michigan
$822K -$45.8K -1,746 -5%
SWP
31
Stratos Wealth Partners
Ohio
$800K +$826K +31,519 New
OMC
32
Old Mission Capital
Illinois
$702K +$726K +27,685 New
Stifel Financial
33
Stifel Financial
Missouri
$615K -$116K -4,420 -15%
M&T Bank
34
M&T Bank
New York
$571K -$52.7K -2,011 -8%
Ameriprise
35
Ameriprise
Minnesota
$557K -$623K -23,773 -52%
PAG
36
Private Advisor Group
New Jersey
$555K +$225K +8,573 +64%
IH
37
IFC Holdings
Florida
$546K -$13.6K -517 -2%
CS
38
Comerica Securities
Michigan
$535K -$199K -7,574 -26%
PFS
39
Prospera Financial Services
Texas
$529K +$15.1K +575 +3%
OC
40
Oppenheimer & Co
New York
$400K +$113K +4,306 +38%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$376K +$109K +4,153 +39%
SIC
42
Shoker Investment Counsel
Ohio
$373K -$187K -7,119 -33%
PMG
43
ProVise Management Group
Florida
$371K
RJFSA
44
Raymond James Financial Services Advisors
Florida
$350K -$20.4K -778 -5%
NFG
45
Next Financial Group
Texas
$346K -$136K -5,173 -27%
Citadel Advisors
46
Citadel Advisors
Florida
$329K +$340K +12,982 New
CAN
47
Cetera Advisor Networks
California
$230K -$2.94K -112 -1%
CP
48
Camelot Portfolios
Ohio
$226K +$234K +8,921 New
ONB
49
Old National Bancorp
Indiana
$218K
RWM
50
Rench Wealth Management
Texas
$217K +$2.33K +89 +1%