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First Trust Dow Jones Global Select Dividend Index Fund

85 hedge funds and large institutions have $248M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

2% more funds holding

Funds holding: 8385 (+2)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

0.35% less ownership

Funds ownership: 51.42%51.07% (-0.35%)

1% less capital invested

Capital invested by funds: $251M → $248M (-$2.83M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
8
Increased
33
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$849K -$36.5K -1,452 -4%
AT
27
Arden Trust
Delaware
$830K -$5.38K -214 -0.6%
SBWM
28
Sunflower Bank Wealth Management
Arizona
$792K
Stifel Financial
29
Stifel Financial
Missouri
$744K +$11.3K +448 +2%
WI
30
Wintrust Investments
Illinois
$644K -$399K -15,867 -38%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$635K -$118K -4,695 -16%
MCM
32
Maple Capital Management
Vermont
$624K +$40.3K +1,600 +7%
RJT
33
Raymond James Trust
Florida
$599K
PWA
34
Peterson Wealth Advisors
Utah
$597K -$176 -7 -0%
PAG
35
Private Advisor Group
New Jersey
$582K +$345K +13,696 +144%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$577K -$445K -17,696 -43%
SWP
37
Stratos Wealth Partners
Ohio
$528K -$10.1K -400 -2%
MC
38
Moors & Cabot
Massachusetts
$469K -$63.5K -2,522 -12%
IA
39
IFP Advisors
Florida
$464K -$9.11K -362 -2%
HR
40
Howe & Rusling
New York
$424K -$36.1K -1,433 -8%
BTS
41
BB&T Securities
Virginia
$424K +$140K +5,558 +49%
DADC
42
D.A. Davidson & Co
Montana
$391K +$40.3K +1,600 +11%
CA
43
Cetera Advisors
Colorado
$351K +$350K +13,914 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$348K +$152K +6,035 +77%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$346K +$347K +13,776 New
MML Investors Services
46
MML Investors Services
Massachusetts
$343K +$69.9K +2,777 +25%
CAN
47
Cetera Advisor Networks
California
$321K +$18.5K +735 +6%
SPIA
48
Steward Partners Investment Advisory
New York
$297K -$21.4K -850 -7%
M&T Bank
49
M&T Bank
New York
$293K -$16.6K -661 -5%
PFS
50
Prospera Financial Services
Texas
$286K -$133K -5,282 -31%