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First Trust Dow Jones Global Select Dividend Index Fund

122 hedge funds and large institutions have $350M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

1.08% less ownership

Funds ownership: 56.48%55.4% (-1.1%)

5% less funds holding

Funds holding: 128122 (-6)

8% less capital invested

Capital invested by funds: $382M → $350M (-$31.5M)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
122
Holders Change
-6
Holders Change %
-4.69%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
45
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.24M +$25.7K +1,192 +1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.22M -$29.8K -1,385 -1%
SPIA
28
Steward Partners Investment Advisory
New York
$2.08M +$404K +18,763 +23%
OMC
29
Old Mission Capital
Illinois
$1.93M +$810K +37,653 +67%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.8M -$583K -27,095 -24%
CAN
31
Cetera Advisor Networks
California
$1.69M +$176K +8,190 +11%
TPWM
32
Twelve Points Wealth Management
Massachusetts
$1.46M +$126K +5,835 +9%
HIS
33
Harvest Investment Services
Illinois
$1.45M -$54.6K -2,536 -3%
MCCP
34
Mission Creek Capital Partners
California
$1.31M +$14.7K +684 +1%
BOSSRA
35
B.O.S.S. Retirement Advisors
Utah
$1.27M +$116K +5,369 +10%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.25M -$4.13K -192 -0.3%
IWC
37
Integrated Wealth Concepts
Massachusetts
$1.23M +$720K +33,468 +127%
FWM
38
Forefront Wealth Management
Pennsylvania
$1.23M -$104K -4,843 -8%
PFS
39
Prospera Financial Services
Texas
$1.07M +$21K +977 +2%
ECA
40
Elevated Capital Advisors
Utah
$1.06M +$45.3K +2,105 +4%
CIAS
41
Capital Investment Advisory Services
North Carolina
$1.06M -$98.7K -4,585 -8%
KAS
42
Kestra Advisory Services
Texas
$985K +$31.6K +1,470 +3%
SPC
43
Sigma Planning Corp
Michigan
$911K +$10K +465 +1%
EH
44
Equitable Holdings
New York
$871K +$85.4K +3,968 +10%
TCM
45
Triumph Capital Management
Colorado
$781K +$14.4K +669 +2%
FIA
46
Foundations Investment Advisors
Arizona
$747K +$323K +15,006 +71%
LMKC
47
L.M. Kohn & Company
Ohio
$703K -$12.4K -578 -2%
DI
48
DDFG Inc
California
$682K +$120K +5,583 +20%
KPWS
49
Kestra Private Wealth Services
Texas
$664K +$380K +17,673 +122%
Truist Financial
50
Truist Financial
North Carolina
$657K -$2.8K -130 -0.4%