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First Trust Dow Jones Global Select Dividend Index Fund

72 hedge funds and large institutions have $242M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 15

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

7% more funds holding

Funds holding: 6772 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.32% less ownership

Funds ownership: 43.61%42.29% (-1.3%)

5% less capital invested

Capital invested by funds: $256M → $242M (-$13.9M)

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
36
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$165K +$31.3K +1,106 +22%
HR
52
Howe & Rusling
New York
$148K +$35.3K +1,245 +29%
NES
53
New England Securities
New York
$143K -$2.95K -104 -2%
Deutsche Bank
54
Deutsche Bank
Germany
$134K +$26.9K +950 +23%
DADC
55
D.A. Davidson & Co
Montana
$125K
Creative Planning
56
Creative Planning
Kansas
$86K +$54.7K +1,931 +147%
WEC
57
Winslow Evans & Crocker
Massachusetts
$70.4K +$2.01K +71 +3%
Citigroup
58
Citigroup
New York
$61K +$28.4K +1,003 +77%
MFS
59
MSI Financial Services
Massachusetts
$53K +$21K +741 +59%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$47K +$50.2K +1,771 New
HI
61
Hudock Inc
Pennsylvania
$39K +$10.2K +360 +33%
Bessemer Group
62
Bessemer Group
New Jersey
$34K +$7.08K +250 +25%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$29K
JFA
64
JNBA Financial Advisors
Minnesota
$28K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$27K
ST
66
Smithfield Trust
Pennsylvania
$27K
VIA
67
Vantage Investment Advisors
Pennsylvania
$18K
PMFA
68
Plante Moran Financial Advisors
Michigan
$17K +$18K +635 New
WTB
69
Washington Trust Bank
Washington
$13K +$13.7K +482 New
FTUS
70
Flow Traders U.S.
New York
$11K +$11.3K +400 New
SNT
71
Security National Trust
West Virginia
$6K
KIG
72
Kessler Investment Group
Indiana
$5K +$5.38K +190 New
TD Asset Management
73
TD Asset Management
Ontario, Canada
-$602K -25,941 Closed
MC
74
Moors & Cabot
Massachusetts
-$490K -16,826 Closed
BAS
75
Brown Advisory Securities
Maryland
-$296K -10,100 Closed