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First Trust Dow Jones Global Select Dividend Index Fund

74 hedge funds and large institutions have $187M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

27% more capital invested

Capital invested by funds: $147M → $187M (+$39.6M)

7% more funds holding

Funds holding: 6974 (+5)

4.61% more ownership

Funds ownership: 38.78%43.39% (+4.6%)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
30
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
51
Rench Wealth Management
Texas
$232K +$22.2K +888 +11%
UCFA
52
United Capital Financial Advisors
Texas
$219K -$43.8K -1,754 -17%
BWA
53
BDO Wealth Advisors
Florida
$219K +$219K +8,779 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$215K +$37K +1,483 +21%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$149K +$149K +5,978 New
GWM
56
Geneos Wealth Management
Colorado
$144K +$2.67K +107 +2%
HI
57
Hudock Inc
Pennsylvania
$143K
IA
58
IFP Advisors
Florida
$134K +$5.14K +206 +4%
WEC
59
Winslow Evans & Crocker
Massachusetts
$132K -$25 -1 -0%
US Bancorp
60
US Bancorp
Minnesota
$127K
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K
WA
62
WFG Advisors
Texas
$115K -$12.3K -492 -10%
Citigroup
63
Citigroup
New York
$110K +$23.4K +938 +27%
AIP
64
Ameritas Investment Partners
Nebraska
$109K
BFEC
65
Benjamin F. Edwards & Company
Missouri
$46K -$18.5K -740 -28%
ST
66
Smithfield Trust
Pennsylvania
$25K
VIA
67
Vantage Investment Advisors
Pennsylvania
$17K
WAM
68
Wealthspire Advisors (Maryland)
Maryland
$14K +$13.7K +550 New
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13K +$4.44K +178 +52%
Creative Planning
70
Creative Planning
Kansas
$12K
VWA
71
V Wealth Advisors
Kansas
$8K +$8.23K +330 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$7K
JFA
73
JNBA Financial Advisors
Minnesota
$5K
AI
74
Atria Investments
North Carolina
-$357K -14,568 Closed
CA
75
Cetera Advisors
Colorado
-$224K -9,194 Closed