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First Trust Dow Jones Global Select Dividend Index Fund

92 hedge funds and large institutions have $246M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

25% more capital invested

Capital invested by funds: $197M → $246M (+$49M)

24% more funds holding

Funds holding: 7492 (+18)

7.71% more ownership

Funds ownership: 41.65%49.36% (+7.7%)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

Holders
92
Holders Change
+18
Holders Change %
+24.32%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
21
Increased
28
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
51
M&T Bank
New York
$308K
IH
52
IFC Holdings
Florida
$301K -$6.5K -251 -2%
CS
53
Comerica Securities
Michigan
$301K -$2.46K -95 -0.8%
SIC
54
Shoker Investment Counsel
Ohio
$297K -$47K -1,817 -14%
RW
55
Rand Wealth
Maryland
$289K
SAM
56
SignalPoint Asset Management
Missouri
$273K +$1.6K +62 +0.6%
CP
57
Camelot Portfolios
Ohio
$261K +$41.3K +1,597 +19%
OC
58
Oppenheimer & Co
New York
$244K +$240K +9,268 New
CA
59
Cetera Advisors
Colorado
$232K +$228K +8,799 New
BWA
60
BDO Wealth Advisors
Florida
$231K
CF
61
Centaurus Financial
California
$218K +$214K +8,281 New
GWM
62
Geneos Wealth Management
Colorado
$213K +$104 +4 +0%
OMC
63
Old Mission Capital
Illinois
$211K +$207K +8,005 New
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$170K -$56.8K -2,197 -25%
IA
65
IFP Advisors
Florida
$166K +$492 +19 +0.3%
HI
66
Hudock Inc
Pennsylvania
$150K
US Bancorp
67
US Bancorp
Minnesota
$134K
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K
W
69
WealthShield
North Carolina
$100K +$97.7K +3,776 New
WP
70
WealthShield Partners
North Carolina
$100K +$97.7K +3,776 New
CA
71
Calton & Associates
Florida
$99K +$92.9K +3,590 New
Citigroup
72
Citigroup
New York
$91K -$24.3K -938 -21%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$80K +$414 +16 +0.5%
1IA
74
1834 Investment Advisors
Wisconsin
$65K +$64.1K +2,476 New
WEC
75
Winslow Evans & Crocker
Massachusetts
$52.7K