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First Trust Dow Jones Global Select Dividend Index Fund

127 hedge funds and large institutions have $254M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 129127 (-2)

12.67% less ownership

Funds ownership: 58.69%46.03% (-13%)

33% less capital invested

Capital invested by funds: $379M → $254M (-$125M)

43% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 56

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
32
Reduced
56
Closed
13
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.9M -$107K -4,849 -5%
HIS
27
Harvest Investment Services
Illinois
$1.78M -$20.9K -944 -1%
TPWM
28
Twelve Points Wealth Management
Massachusetts
$1.71M +$118K +5,331 +8%
IWC
29
Integrated Wealth Concepts
Massachusetts
$1.59M +$167K +7,545 +12%
Citadel Advisors
30
Citadel Advisors
Florida
$1.48M -$208K -9,402 -13%
KAS
31
Kestra Advisory Services
Texas
$1.42M +$475K +21,440 +52%
MCCP
32
Mission Creek Capital Partners
California
$1.37M -$16.2K -733 -1%
SW
33
SMART Wealth
Nebraska
$1.37M +$1.33M +60,015 New
ECA
34
Elevated Capital Advisors
Utah
$1.32M +$86.8K +3,917 +7%
TCM
35
Triumph Capital Management
Colorado
$1.29M +$524K +23,663 +70%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.29M -$15.9K -718 -1%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.28M -$170K -7,657 -12%
TWM
38
Trueblood Wealth Management
Ohio
$1.09M -$184K -8,322 -15%
EH
39
Equitable Holdings
New York
$1.05M +$37K +1,671 +4%
CIAS
40
Capital Investment Advisory Services
North Carolina
$1.05M -$24.9K -1,125 -2%
SPC
41
Sigma Planning Corp
Michigan
$977K +$367K +16,553 +63%
LMKC
42
L.M. Kohn & Company
Ohio
$964K +$191K +8,607 +26%
WCM
43
WealthBridge Capital Management
Ohio
$785K +$122K +5,517 +19%
CIA
44
Concurrent Investment Advisors
Florida
$750K -$25.2K -1,136 -3%
Truist Financial
45
Truist Financial
North Carolina
$744K -$24.1K -1,090 -3%
BWA
46
BlueChip Wealth Advisors
Georgia
$739K
DI
47
DDFG Inc
California
$738K -$41.7K -1,883 -5%
WA
48
Waverly Advisors
Alabama
$690K +$671K +30,307 New
HighTower Advisors
49
HighTower Advisors
Illinois
$685K -$3.26K -147 -0.5%
DADC
50
D.A. Davidson & Co
Montana
$627K -$4.99K -225 -0.8%