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First Trust Dow Jones Global Select Dividend Index Fund

126 hedge funds and large institutions have $373M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more capital invested

Capital invested by funds: $244M → $373M (+$129M)

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

9.27% more ownership

Funds ownership: 45.89%55.15% (+9.3%)

4% less funds holding

Funds holding: 131126 (-5)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
43
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$2.41M +$2.3M +100,587 +1,216%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$2.17M +$971K +42,516 +76%
Stifel Financial
28
Stifel Financial
Missouri
$1.82M +$249K +10,892 +15%
SPIA
29
Steward Partners Investment Advisory
New York
$1.82M +$296K +12,976 +19%
HIS
30
Harvest Investment Services
Illinois
$1.57M +$49.3K +2,157 +3%
CAN
31
Cetera Advisor Networks
California
$1.55M +$222K +9,710 +16%
BWM
32
BlackDiamond Wealth Management
New York
$1.51M -$377K -16,481 -20%
FWM
33
Forefront Wealth Management
Pennsylvania
$1.46M +$1.5M +65,857 New
MCCP
34
Mission Creek Capital Partners
California
$1.41M +$61.3K +2,684 +4%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.37M +$685K +29,987 +93%
TPWM
36
Twelve Points Wealth Management
Massachusetts
$1.3M +$294K +12,887 +28%
CIAS
37
Capital Investment Advisory Services
North Carolina
$1.26M -$10.2K -445 -0.8%
IWC
38
Integrated Wealth Concepts
Massachusetts
$1.13M -$593K -25,974 -34%
BOSSRA
39
B.O.S.S. Retirement Advisors
Utah
$1.11M +$49.2K +2,152 +4%
SPC
40
Sigma Planning Corp
Michigan
$1.11M -$283K -12,394 -20%
OPS
41
Orion Portfolio Solutions
Nebraska
$1.09M -$858K -37,554 -43%
BCI
42
Brinker Capital Investments
Pennsylvania
$1.09M +$1.12M +49,088 New
KAS
43
Kestra Advisory Services
Texas
$1.07M -$208K -9,089 -16%
PFS
44
Prospera Financial Services
Texas
$1.04M +$157K +6,851 +17%
TFA
45
Transamerica Financial Advisors
Florida
$972K +$1M +43,871 +89,533%
TCM
46
Triumph Capital Management
Colorado
$828K -$435K -19,043 -34%
Truist Financial
47
Truist Financial
North Carolina
$814K -$118K -5,173 -12%
LMKC
48
L.M. Kohn & Company
Ohio
$727K -$165K -7,230 -18%
PPP
49
Private Portfolio Partners
New Jersey
$706K +$729K +31,914 New
EH
50
Equitable Holdings
New York
$582K +$239K +10,473 +66%