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First Trust Dow Jones Global Select Dividend Index Fund

80 hedge funds and large institutions have $209M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 7880 (+2)

4% less capital invested

Capital invested by funds: $217M → $209M (-$7.75M)

1.03% less ownership

Funds ownership: 40.48%39.45% (-1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
33
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$872K +$13.8K +536 +2%
BF
27
BOK Financial
Oklahoma
$858K
Stifel Financial
28
Stifel Financial
Missouri
$802K +$192K +7,481 +31%
RIA
29
Regal Investment Advisors
Michigan
$794K -$25.1K -976 -3%
SWP
30
Stratos Wealth Partners
Ohio
$767K -$27.6K -1,075 -3%
WP
31
WealthPLAN Partners
Nebraska
$751K +$763K +29,701 New
Ameriprise
32
Ameriprise
Minnesota
$610K +$55.6K +2,163 +10%
PAG
33
Private Advisor Group
New Jersey
$574K +$21.7K +846 +4%
M&T Bank
34
M&T Bank
New York
$572K +$2.57K +100 +0.4%
Goldman Sachs
35
Goldman Sachs
New York
$551K -$1.48M -57,391 -72%
IH
36
IFC Holdings
Florida
$549K +$8.84K +344 +2%
NFG
37
Next Financial Group
Texas
$536K +$195K +7,585 +56%
CS
38
Comerica Securities
Michigan
$532K -$720 -28 -0.1%
PFS
39
Prospera Financial Services
Texas
$519K -$8.35K -325 -2%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$462K +$89.2K +3,470 +23%
MAA
41
Managed Account Advisors
New Jersey
$457K +$464K +18,067 New
SIC
42
Shoker Investment Counsel
Ohio
$439K +$68.8K +2,675 +18%
OMC
43
Old Mission Capital
Illinois
$395K -$310K -12,051 -44%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$376K +$26.9K +1,045 +8%
PMG
45
ProVise Management Group
Florida
$370K
NPC
46
National Planning Corporation
California
$349K -$1.18M -45,987 -78%
OC
47
Oppenheimer & Co
New York
$345K -$54.8K -2,132 -14%
VKH
48
Virtu KCG Holdings
New York
$275K +$280K +10,877 New
JP Morgan Chase
49
JP Morgan Chase
New York
$254K +$258K +10,036 New
MFS
50
MSI Financial Services
Massachusetts
$251K +$229K +8,927 +901%