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First Trust Dow Jones Global Select Dividend Index Fund
55 hedge funds and large institutions have $187M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
71% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 14
29% more capital invested
Capital invested by funds: $145M → $187M (+$42.2M)
17% more funds holding
Funds holding: 47 → 55 (+8)
2.06% more ownership
Funds ownership: 40.89% → 42.94% (+2.1%)
Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
24
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$10.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.26M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.06M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$1.93M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.05M |
Top Sellers
| 1 |
Comerica Bank
Dallas,
Texas
|
-$2.81M |
| 2 |
Jane Street
New York
|
-$1.79M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.48M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$760K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$328K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Hudock Inc
Williamsport,
Pennsylvania
| $20K | +$19.8K | +745 | New |
|
52
Creative Planning
Overland Park,
Kansas
| $15K | +$14.9K | +560 | New |
|
|
MFS
53
MSI Financial Services
Springfield,
Massachusetts
| $12K | +$6.12K | +230 | +117% |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | -$5.32K | -200 | -50% |
|
|
NES
55
New England Securities
New York
| $5K | – | – | – |
|
|
56
Jane Street
New York
| – | -$1.79M | -69,895 | Closed |
|
|
KIG
57
Kessler Investment Group
Columbus,
Indiana
| – | -$132K | -5,143 | Closed |
|