We are live on ! Find out more
FGD icon

First Trust Dow Jones Global Select Dividend Index Fund

77 hedge funds and large institutions have $126M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 30 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

12% more funds holding

Funds holding: 6977 (+8)

0.46% more ownership

Funds ownership: 37.11%37.58% (+0.46%)

1% less capital invested

Capital invested by funds: $128M → $126M (-$1.56M)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
21
Reduced
30
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
LBA Wealth Management
Florida
$205K
HI
52
Hudock Inc
Pennsylvania
$133K
JP Morgan Chase
53
JP Morgan Chase
New York
$129K -$25.7K -1,112 -17%
GWM
54
Geneos Wealth Management
Colorado
$127K -$9.14K -396 -7%
US Bancorp
55
US Bancorp
Minnesota
$119K -$7.85K -340 -6%
WA
56
WFG Advisors
Texas
$118K -$9.14K -396 -7%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$108K -$349K -15,114 -76%
AIP
58
Ameritas Investment Partners
Nebraska
$101K +$14.1K +610 +16%
Citigroup
59
Citigroup
New York
$100K
IA
60
IFP Advisors
Florida
$96K +$59.9K +2,592 +172%
AA
61
Ancora Advisors
Ohio
$84K +$83.2K +3,601 New
BFEC
62
Benjamin F. Edwards & Company
Missouri
$60K -$79.5K -3,444 -57%
WEC
63
Winslow Evans & Crocker
Massachusetts
$49.9K +$4.94K +214 +11%
SF
64
Synovus Financial
Georgia
$37K +$36.9K +1,600 New
NFG
65
Next Financial Group
Texas
$35K
GI
66
Gradient Investments
Minnesota
$25K +$24.3K +1,053 New
ST
67
Smithfield Trust
Pennsylvania
$23K
SHJ
68
Sharkey, Howes & Javer
Colorado
$21K
VIA
69
Vantage Investment Advisors
Pennsylvania
$16K
Creative Planning
70
Creative Planning
Kansas
$12K -$5.77K -250 -33%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.6K +501 New
FTUS
72
Flow Traders U.S.
New York
$9K
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$6K
JFA
75
JNBA Financial Advisors
Minnesota
$5K +$4.62K +200 New