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First Trust Dow Jones Global Select Dividend Index Fund

80 hedge funds and large institutions have $209M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 7880 (+2)

4% less capital invested

Capital invested by funds: $217M → $209M (-$7.75M)

1.03% less ownership

Funds ownership: 40.48%39.45% (-1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
33
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
51
Rench Wealth Management
Texas
$232K +$16.6K +645 +8%
SAM
52
SignalPoint Asset Management
Missouri
$207K +$4.47K +174 +2%
AIM
53
Advantage Investment Management
Iowa
$206K +$23.9K +928 +13%
BAS
54
Brown Advisory Securities
Maryland
$204K +$208K +8,100 New
DADC
55
D.A. Davidson & Co
Montana
$196K +$18K +700 +10%
HR
56
Howe & Rusling
New York
$170K +$4.24K +165 +3%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$166K +$123K +4,789 +270%
US Bancorp
58
US Bancorp
Minnesota
$129K
AIP
59
Ameritas Investment Partners
Nebraska
$100K -$47.6K -1,850 -32%
CFA
60
Camarda Financial Advisors
Florida
$60K +$60.9K +2,371 New
Citigroup
61
Citigroup
New York
$41K +$9.77K +380 +31%
Creative Planning
62
Creative Planning
Kansas
$38K
HI
63
Hudock Inc
Pennsylvania
$37K
WEC
64
Winslow Evans & Crocker
Massachusetts
$36.5K -$15.4K -600 -29%
VIA
65
Vantage Investment Advisors
Pennsylvania
$34K +$17.3K +673 +100%
WA
66
WFG Advisors
Texas
$29K -$47.1K -1,831 -62%
JFA
67
JNBA Financial Advisors
Minnesota
$27K
Bessemer Group
68
Bessemer Group
New Jersey
$25K
ST
69
Smithfield Trust
Pennsylvania
$25K
IWMPD
70
Integrated Wealth Management (Palm Desert)
California
$20K +$21.1K +821 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$16K +$16K +623 New
UFA
72
US Financial Advisors
Massachusetts
$15K
WTB
73
Washington Trust Bank
Washington
$12K
TRCT
74
Tower Research Capital (TRC)
New York
$12K +$12.6K +490 New
TFA
75
Transamerica Financial Advisors
Florida
$11K +$10.3K +400 New