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First Trust Dow Jones Global Select Dividend Index Fund

97 hedge funds and large institutions have $173M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

14% more funds holding

Funds holding: 8597 (+12)

11.57% less ownership

Funds ownership: 51.07%39.51% (-12%)

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

30% less capital invested

Capital invested by funds: $248M → $173M (-$75.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
97
Holders Change
+12
Holders Change %
+14.12%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
29
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
26
Arden Trust
Delaware
$799K +$82.1K +3,492 +11%
SBWM
27
Sunflower Bank Wealth Management
Arizona
$731K +$43.9K +1,866 +6%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$674K -$144K -6,140 -17%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$649K +$374K +15,907 +115%
FAAS
30
First Allied Advisory Services
California
$648K -$545K -23,166 -44%
HFS
31
HL Financial Services
Kentucky
$610K -$4.49M -191,077 -87%
Stifel Financial
32
Stifel Financial
Missouri
$586K -$68.1K -2,895 -10%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$541K +$256K +10,864 +78%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$522K +$17K +724 +3%
MCM
35
Maple Capital Management
Vermont
$500K -$47K -2,000 -8%
CBFP
36
Cedar Brook Financial Partners
Ohio
$498K +$535K +22,763 New
RJT
37
Raymond James Trust
Florida
$494K -$30.2K -1,282 -5%
WI
38
Wintrust Investments
Illinois
$477K -$90.3K -3,841 -15%
BTS
39
BB&T Securities
Virginia
$472K +$111K +4,721 +28%
TA
40
TFG Advisers
Michigan
$462K +$497K +21,136 New
HighTower Advisors
41
HighTower Advisors
Illinois
$454K -$308K -13,104 -39%
PWM
42
PRW Wealth Management
Massachusetts
$447K +$481K +20,462 New
MC
43
Moors & Cabot
Massachusetts
$388K -$23.5K -1,000 -5%
SS
44
Simplicity Solutions
Minnesota
$375K -$32.1M -1,366,692 -99%
PWA
45
Peterson Wealth Advisors
Utah
$362K -$169K -7,203 -30%
AWM
46
AE Wealth Management
Kansas
$360K -$29.9M -1,271,229 -99%
FHA
47
Flagship Harbor Advisors
Massachusetts
$353K +$380K +16,175 New
SWP
48
Stratos Wealth Partners
Ohio
$343K -$126K -5,356 -25%
DADC
49
D.A. Davidson & Co
Montana
$340K
IA
50
IFP Advisors
Florida
$311K -$99K -4,211 -23%