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First Trust Dow Jones Global Select Dividend Index Fund

69 hedge funds and large institutions have $128M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

1% more capital invested

Capital invested by funds: $126M → $128M (+$1.53M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.33% less ownership

Funds ownership: 37.44%37.11% (-0.33%)

9% less funds holding

Funds holding: 7669 (-7)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
69
Holders Change
-7
Holders Change %
-9.21%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
30
Reduced
21
Closed
10
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
$695K +$192K +8,325 +39%
Citadel Advisors
27
Citadel Advisors
Florida
$676K +$425K +18,392 +177%
FAAS
28
First Allied Advisory Services
California
$669K +$9.28K +402 +1%
PAG
29
Private Advisor Group
New Jersey
$648K +$6.35K +275 +1%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$635K -$28.6K -1,239 -4%
VKH
31
Virtu KCG Holdings
New York
$561K -$79.9K -3,462 -13%
M&T Bank
32
M&T Bank
New York
$543K
SFG
33
StrategIQ Financial Group
Indiana
$470K +$138K +5,991 +43%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$464K +$456K +19,762 New
RIA
35
Regal Investment Advisors
Michigan
$458K -$55.3K -2,393 -11%
AG
36
Advisor Group
Arizona
$444K +$103K +4,450 +31%
SWP
37
Stratos Wealth Partners
Ohio
$398K -$4.36K -189 -1%
CAN
38
Cetera Advisor Networks
California
$396K +$179K +7,766 +85%
CA
39
Cetera Advisors
Colorado
$392K -$162K -7,014 -30%
SAM
40
SignalPoint Asset Management
Missouri
$370K +$99.6K +4,312 +38%
HR
41
Howe & Rusling
New York
$369K +$66K +2,858 +22%
SIC
42
Shoker Investment Counsel
Ohio
$359K -$26.9K -1,165 -7%
CS
43
Comerica Securities
Michigan
$357K +$12.5K +543 +4%
CI
44
Cavalier Investments
Georgia
$320K
DADC
45
D.A. Davidson & Co
Montana
$309K +$5.5K +238 +2%
IH
46
IFC Holdings
Florida
$274K +$2.19K +95 +0.8%
BF
47
BOK Financial
Oklahoma
$269K
LWM
48
LBA Wealth Management
Florida
$206K -$136K -5,875 -40%
JP Morgan Chase
49
JP Morgan Chase
New York
$156K -$31.2K -1,352 -17%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$142K +$277 +12 +0.2%