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First Trust Dow Jones Global Select Dividend Index Fund

104 hedge funds and large institutions have $207M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $170M → $207M (+$37.2M)

6% more funds holding

Funds holding: 98104 (+6)

3.32% more ownership

Funds ownership: 38.2%41.52% (+3.3%)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$348K -$146K -5,520 -29%
RSWM
52
Robertson Stephens Wealth Management
California
$327K
TA
53
TFG Advisers
Michigan
$306K +$5.94K +225 +2%
IA
54
IFP Advisors
Florida
$302K +$56K +2,121 +22%
RFN
55
RDA Financial Network
Iowa
$271K
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$259K
BFEC
57
Benjamin F. Edwards & Company
Missouri
$239K +$43.1K +1,630 +22%
GWSG
58
GPS Wealth Strategies Group
Colorado
$238K +$242K +9,168 New
T
59
TRUADVICE
Florida
$232K +$239K +9,033 New
SIG
60
Sargent Investment Group
Maryland
$229K -$18.9K -715 -8%
NFG
61
Next Financial Group
Texas
$229K +$4.6K +174 +2%
AIC
62
Archer Investment Corporation
Indiana
$225K
CA
63
Cetera Advisors
Colorado
$221K -$25.6K -971 -10%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$221K +$225K +8,504 New
OPA
65
Old Port Advisors
Maine
$219K
QCIG
66
Quad-Cities Investment Group
Iowa
$207K -$9.77K -370 -4%
JIP
67
Jaffetilchin Investment Partners
Florida
$207K
II
68
Inspire Investing
Idaho
$205K +$208K +7,892 New
DWMG
69
DB Wealth Management Group
California
$202K -$6.13K -232 -3%
GWM
70
Geneos Wealth Management
Colorado
$187K
1IA
71
1834 Investment Advisors
Wisconsin
$147K +$11.8K +445 +8%
US Bancorp
72
US Bancorp
Minnesota
$132K
CFGS
73
Concourse Financial Group Securities
Alabama
$125K -$3.72K -141 -3%
GTAM
74
Global Trust Asset Management
Florida
$112K +$114K +4,324 New
AF
75
Advisornet Financial
Minnesota
$104K +$449 +17 +0.4%