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First Trust Dow Jones Global Select Dividend Index Fund

76 hedge funds and large institutions have $126M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 7776 (-1)

2.96% less ownership

Funds ownership: 40.4%37.44% (-3%)

10% less capital invested

Capital invested by funds: $140M → $126M (-$13.6M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
26
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$134K +$1.79K +79 +1%
GWM
52
Geneos Wealth Management
Colorado
$131K -$42.4K -1,873 -24%
HI
53
Hudock Inc
Pennsylvania
$127K
IA
54
IFP Advisors
Florida
$127K +$89.2K +3,937 +222%
WA
55
WFG Advisors
Texas
$122K +$204 +9 +0.2%
US Bancorp
56
US Bancorp
Minnesota
$116K -$6.59K -291 -5%
Citigroup
57
Citigroup
New York
$96K -$20.3K -898 -17%
WEC
58
Winslow Evans & Crocker
Massachusetts
$41.8K +$23 +1 +0.1%
AIP
59
Ameritas Investment Partners
Nebraska
$39K +$11.1K +490 +38%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$34K +$34.7K +1,530 New
WP
61
WealthPLAN Partners
Nebraska
$28.2K +$57.3K +2,530 New
ST
62
Smithfield Trust
Pennsylvania
$22K
KPCM
63
Kings Point Capital Management
New York
$21K -$1.79K -79 -8%
SHJ
64
Sharkey, Howes & Javer
Colorado
$19K -$5.98K -264 -50%
IWMPD
65
Integrated Wealth Management (Palm Desert)
California
$18K -$476 -21 -3%
Creative Planning
66
Creative Planning
Kansas
$17K -$12.7K -560 -43%
VIA
67
Vantage Investment Advisors
Pennsylvania
$15K
CGT
68
Capital Guardian Trust
California
$9K -$1.72M -76,007 -99%
FTUS
69
Flow Traders U.S.
New York
$9K
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$6K
JFA
72
JNBA Financial Advisors
Minnesota
$4K
NFG
73
Next Financial Group
Texas
$4K
ASN
74
Advisory Services Network
Georgia
$3K +$3.35K +148 New
BIG
75
Bellwether Investment Group
Tennessee
$3K +$3.47K +153 New