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First Trust Dow Jones Global Select Dividend Index Fund

74 hedge funds and large institutions have $197M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

5% more capital invested

Capital invested by funds: $187M → $197M (+$9.6M)

0% more funds holding

Funds holding: 7474 (0)

1.74% less ownership

Funds ownership: 43.39%41.65% (-1.7%)

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
28
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
SignalPoint Asset Management
Missouri
$266K -$124K -4,871 -32%
BWA
52
BDO Wealth Advisors
Florida
$226K
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$223K +$356 +14 +0.2%
CP
54
Camelot Portfolios
Ohio
$215K +$212K +8,320 New
GWM
55
Geneos Wealth Management
Colorado
$208K +$59.1K +2,320 +40%
IA
56
IFP Advisors
Florida
$162K +$23K +904 +17%
HI
57
Hudock Inc
Pennsylvania
$147K
US Bancorp
58
US Bancorp
Minnesota
$132K
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K
Citigroup
60
Citigroup
New York
$114K
AIP
61
Ameritas Investment Partners
Nebraska
$109K -$3.82K -150 -3%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$78K +$76.9K +3,020 New
WEC
63
Winslow Evans & Crocker
Massachusetts
$51.6K -$83.4K -3,275 -62%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$48K +$153 +6 +0.3%
NFG
65
Next Financial Group
Texas
$34K +$33.1K +1,300 New
ST
66
Smithfield Trust
Pennsylvania
$26K
VIA
67
Vantage Investment Advisors
Pennsylvania
$17K
BF
68
BOK Financial
Oklahoma
$15K +$15.3K +600 New
WAM
69
Wealthspire Advisors (Maryland)
Maryland
$14K
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K -$4.53K -178 -34%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$7K
KF
72
Krilogy Financial
Missouri
$7K +$6.44K +253 New
JFA
73
JNBA Financial Advisors
Minnesota
$5K
SS
74
Simplicity Solutions
Minnesota
-$10M -401,065 Closed
Jane Street
75
Jane Street
New York
-$1.02M -41,001 Closed