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First Trust Dow Jones Global Select Dividend Index Fund

97 hedge funds and large institutions have $173M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

14% more funds holding

Funds holding: 8597 (+12)

11.57% less ownership

Funds ownership: 51.07%39.51% (-12%)

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

30% less capital invested

Capital invested by funds: $248M → $173M (-$75.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
97
Holders Change
+12
Holders Change %
+14.12%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
29
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$303K -$2.56K -109 -0.8%
SB
52
Suntrust Banks
Georgia
$297K +$322K +13,700 New
QCM
53
Quest Capital Management
Texas
$292K +$314K +13,340 New
CAN
54
Cetera Advisor Networks
California
$290K +$16.1K +684 +5%
M&T Bank
55
M&T Bank
New York
$255K
PFS
56
Prospera Financial Services
Texas
$254K +$1.6K +68 +0.6%
CFGS
57
Concourse Financial Group Securities
Alabama
$240K +$250K +10,626 +2,849%
MML Investors Services
58
MML Investors Services
Massachusetts
$238K -$65.8K -2,796 -20%
SAM
59
SignalPoint Asset Management
Missouri
$237K +$23.8K +1,012 +10%
QCIG
60
Quad-Cities Investment Group
Iowa
$236K +$470 +20 +0.2%
SPIA
61
Steward Partners Investment Advisory
New York
$221K -$40K -1,700 -14%
FHC
62
First Heartland Consultants
Missouri
$210K
SI
63
Stephens Inc
Arkansas
$210K +$226K +9,616 New
GWM
64
Geneos Wealth Management
Colorado
$203K +$38.2K +1,624 +21%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$178K +$123K +5,248 +182%
CA
66
Claro Advisors
Massachusetts
$177K +$166K +7,046 New
GWMIA
67
Global Wealth Management Investment Advisory
Florida
$164K +$176K +7,487 New
BWA
68
BDO Wealth Advisors
Florida
$143K
AIC
69
Ameritas Investment Company
Nebraska
$141K +$152K +6,459 New
US Bancorp
70
US Bancorp
Minnesota
$135K
HI
71
Hudock Inc
Pennsylvania
$124K
W
72
WealthOne
New York
$119K +$128K +5,462 New
MRC
73
Millburn Ridgefield Corp
New York
$117K -$136K -5,789 -52%
Citigroup
74
Citigroup
New York
$104K -$9.13K -388 -8%
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101K -$2.87K -122 -3%