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First Trust Dow Jones Global Select Dividend Index Fund

85 hedge funds and large institutions have $248M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

2% more funds holding

Funds holding: 8385 (+2)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

0.35% less ownership

Funds ownership: 51.42%51.07% (-0.35%)

1% less capital invested

Capital invested by funds: $251M → $248M (-$2.83M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
8
Increased
33
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MRC
51
Millburn Ridgefield Corp
New York
$280K +$24K +954 +9%
QCIG
52
Quad-Cities Investment Group
Iowa
$275K -$20.8K -825 -7%
RW
53
Rand Wealth
Maryland
$275K -$931 -37 -0.3%
SIC
54
Shoker Investment Counsel
Ohio
$259K +$1.89K +75 +0.7%
SAM
55
SignalPoint Asset Management
Missouri
$247K -$101 -4 -0%
SFG
56
StrategIQ Financial Group
Indiana
$242K -$146K -5,803 -38%
FHC
57
First Heartland Consultants
Missouri
$241K +$242K +9,617 New
OC
58
Oppenheimer & Co
New York
$222K -$36K -1,432 -14%
GWM
59
Geneos Wealth Management
Colorado
$194K -$9.96K -396 -5%
BWA
60
BDO Wealth Advisors
Florida
$165K
US Bancorp
61
US Bancorp
Minnesota
$155K -$118K -4,691 -43%
HI
62
Hudock Inc
Pennsylvania
$143K
Citigroup
63
Citigroup
New York
$129K +$13.7K +543 +12%
JP Morgan Chase
64
JP Morgan Chase
New York
$127K
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K +$3.02K +120 +3%
CWA
66
Clarus Wealth Advisors
Arizona
$107K -$3.27K -130 -3%
AIP
67
Ameritas Investment Partners
Nebraska
$102K
CAC
68
Certified Advisory Corp
Florida
$82K +$18.9K +750 +30%
1IA
69
1834 Investment Advisors
Wisconsin
$81K
NWM
70
Northwest Wealth Management
Iowa
$79K +$1.13K +45 +1%
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$72K +$327 +13 +0.5%
WEC
72
Winslow Evans & Crocker
Massachusetts
$52K +$2.77K +110 +6%
RCAG
73
Rehmann Capital Advisory Group
Michigan
$47.7K
WP
74
WealthShield Partners
North Carolina
$39K -$22.7K -904 -37%
BFEC
75
Benjamin F. Edwards & Company
Missouri
$28K +$654 +26 +2%