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First Trust Dow Jones Global Select Dividend Index Fund

78 hedge funds and large institutions have $217M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

8% more funds holding

Funds holding: 7278 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.8% less ownership

Funds ownership: 42.29%40.48% (-1.8%)

10% less capital invested

Capital invested by funds: $242M → $217M (-$24.7M)

42% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 33

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
19
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
SignalPoint Asset Management
Missouri
$203K +$210K +7,999 New
AIM
52
Advantage Investment Management
Iowa
$183K +$189K +7,215 New
DADC
53
D.A. Davidson & Co
Montana
$179K +$61.6K +2,350 +50%
HR
54
Howe & Rusling
New York
$167K +$26.6K +1,015 +18%
AIP
55
Ameritas Investment Partners
Nebraska
$148K +$153K +5,835 New
US Bancorp
56
US Bancorp
Minnesota
$129K -$29K -1,106 -18%
Deutsche Bank
57
Deutsche Bank
Germany
$115K -$13.1K -500 -10%
WA
58
WFG Advisors
Texas
$75K -$107K -4,068 -58%
SFWA
59
Summit Financial Wealth Advisors
Louisiana
$74K +$76.8K +2,930 New
NES
60
New England Securities
New York
$61K -$78.4K -2,991 -56%
WEC
61
Winslow Evans & Crocker
Massachusetts
$51.9K -$15.7K -600 -23%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$45K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$39K +$14.4K +550 +55%
Creative Planning
64
Creative Planning
Kansas
$38K -$45.6K -1,740 -54%
HI
65
Hudock Inc
Pennsylvania
$37K
Citigroup
66
Citigroup
New York
$32K -$27.6K -1,054 -46%
JFA
67
JNBA Financial Advisors
Minnesota
$27K
MFS
68
MSI Financial Services
Massachusetts
$25K -$26.3K -1,005 -50%
Bessemer Group
69
Bessemer Group
New Jersey
$25K -$6.55K -250 -20%
ST
70
Smithfield Trust
Pennsylvania
$25K
VIA
71
Vantage Investment Advisors
Pennsylvania
$17K
UFA
72
US Financial Advisors
Massachusetts
$15K +$15.6K +595 New
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$12K -$522K -19,901 -98%
WTB
74
Washington Trust Bank
Washington
$12K
FTUS
75
Flow Traders U.S.
New York
$10K