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First Trust Dow Jones Global Select Dividend Index Fund

113 hedge funds and large institutions have $221M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

7% more funds holding

Funds holding: 106113 (+7)

5% more capital invested

Capital invested by funds: $210M → $221M (+$11.5M)

1.52% more ownership

Funds ownership: 41.02%42.54% (+1.5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
113
Holders Change
+7
Holders Change %
+6.6%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
40
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
BlackDiamond Wealth Management
New York
$1.61M +$1.63M +64,145 New
HIS
27
Harvest Investment Services
Illinois
$1.59M +$356K +14,042 +28%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$1.44M -$1.36M -53,598 -48%
CAN
29
Cetera Advisor Networks
California
$1.35M +$69.7K +2,751 +5%
Truist Financial
30
Truist Financial
North Carolina
$1.33M -$233K -9,207 -15%
MCCP
31
Mission Creek Capital Partners
California
$1.33M +$13.4K +530 +1%
MWPCG
32
Measured Wealth Private Client Group
New Hampshire
$1.31M -$470K -18,527 -26%
KAS
33
Kestra Advisory Services
Texas
$1.28M +$112K +4,402 +9%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$1.09M
PFS
35
Prospera Financial Services
Texas
$1.01M -$22.9K -904 -2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$816K -$90.2K -3,558 -10%
MSFS
37
Main Street Financial Solutions
Pennsylvania
$807K +$164K +6,474 +25%
ACM
38
Advisors Capital Management
New Jersey
$794K -$17K -670 -2%
KPWS
39
Kestra Private Wealth Services
Texas
$747K -$15.3K -603 -2%
RGF
40
Retirement Guys Formula
Ohio
$729K +$735K +29,007 New
VCM
41
Virtue Capital Management
Tennessee
$684K +$170K +6,687 +33%
FTUS
42
Flow Traders U.S.
New York
$672K +$678K +26,742 New
OIA
43
OneDigital Investment Advisors
Kansas
$659K +$938 +37 +0.1%
HR
44
Howe & Rusling
New York
$633K +$93.2K +3,676 +17%
KA
45
Kovack Advisors
Florida
$561K +$1.47K +58 +0.3%
Cerity Partners
46
Cerity Partners
New York
$558K +$563K +22,211 New
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$510K -$20.9K -826 -4%
KIG
48
Kowal Investment Group
Wisconsin
$488K +$9.38K +370 +2%
TPWM
49
Twelve Points Wealth Management
Massachusetts
$475K +$479K +18,908 New
FAN
50
Financial Advisors Network
California
$440K -$177K -7,000 -29%