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First Trust Dow Jones Global Select Dividend Index Fund

128 hedge funds and large institutions have $382M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 126128 (+2)

1.33% more ownership

Funds ownership: 55.15%56.48% (+1.3%)

2% more capital invested

Capital invested by funds: $373M → $382M (+$8.47M)

2% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 44

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
43
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.31M -$904K -40,864 -28%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$2.28M -$56.3K -2,545 -2%
SPIA
28
Steward Partners Investment Advisory
New York
$1.76M +$288 +13 +0%
CAN
29
Cetera Advisor Networks
California
$1.58M +$84.3K +3,807 +5%
HIS
30
Harvest Investment Services
Illinois
$1.56M +$38.9K +1,758 +2%
TPWM
31
Twelve Points Wealth Management
Massachusetts
$1.39M +$138K +6,242 +11%
FWM
32
Forefront Wealth Management
Pennsylvania
$1.38M -$32.1K -1,450 -2%
MCCP
33
Mission Creek Capital Partners
California
$1.35M -$19.9K -897 -1%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.31M -$20.4K -924 -1%
BOSSRA
35
B.O.S.S. Retirement Advisors
Utah
$1.21M +$135K +6,091 +12%
OMC
36
Old Mission Capital
Illinois
$1.2M -$2.02M -91,273 -62%
CIAS
37
Capital Investment Advisory Services
North Carolina
$1.2M -$20K -905 -2%
PFS
38
Prospera Financial Services
Texas
$1.09M +$82.6K +3,734 +8%
ECA
39
Elevated Capital Advisors
Utah
$1.06M +$1.09M +49,400 New
KAS
40
Kestra Advisory Services
Texas
$993K -$42.3K -1,913 -4%
TFA
41
Transamerica Financial Advisors
Florida
$972K +$31.3K +1,415 +3%
SPC
42
Sigma Planning Corp
Michigan
$938K -$146K -6,581 -13%
EH
43
Equitable Holdings
New York
$821K +$264K +11,945 +45%
TCM
44
Triumph Capital Management
Colorado
$798K -$5.93K -268 -0.7%
LMKC
45
L.M. Kohn & Company
Ohio
$744K +$40.3K +1,822 +6%
PPP
46
Private Portfolio Partners
New Jersey
$697K +$13.1K +591 +2%
Truist Financial
47
Truist Financial
North Carolina
$686K -$106K -4,789 -13%
DI
48
DDFG Inc
California
$590K +$103K +4,647 +20%
DADC
49
D.A. Davidson & Co
Montana
$576K +$98.9K +4,470 +20%
IWC
50
Integrated Wealth Concepts
Massachusetts
$566K -$548K -24,775 -48%