We are live on ! Find out more
FGD icon

First Trust Dow Jones Global Select Dividend Index Fund

106 hedge funds and large institutions have $210M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 104106 (+2)

1% more capital invested

Capital invested by funds: $207M → $210M (+$2.41M)

0.5% less ownership

Funds ownership: 41.52%41.02% (-0.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
42
Reduced
28
Closed
11
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$423K -$2.76K -107 -0.6%
SFG
52
StrategIQ Financial Group
Indiana
$386K +$12.7K +494 +3%
SAM
53
SignalPoint Asset Management
Missouri
$378K -$7.29K -283 -2%
DWP
54
Destiny Wealth Partners
Florida
$363K -$10.3K -400 -3%
HI
55
Harbour Investments
Wisconsin
$336K +$412 +16 +0.1%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$329K +$339K +13,161 New
RJT
57
Raymond James Trust
Florida
$300K -$155K -6,000 -33%
TA
58
TFG Advisers
Michigan
$293K -$2.24K -87 -0.7%
IA
59
IFP Advisors
Florida
$292K
LAM
60
LifePro Asset Management
California
$288K +$297K +11,538 New
1IA
61
1834 Investment Advisors
Wisconsin
$283K +$145K +5,625 +99%
SB
62
Sunflower Bank
Texas
$269K -$69.6K -2,700 -20%
LSAG
63
Lake Street Advisors Group
New Hampshire
$266K +$275K +10,656 New
RFN
64
RDA Financial Network
Iowa
$261K -$232 -9 -0.1%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$249K
NFG
66
Next Financial Group
Texas
$243K +$23.5K +913 +10%
GWSG
67
GPS Wealth Strategies Group
Colorado
$242K +$13.3K +517 +6%
CA
68
Cetera Advisors
Colorado
$240K +$28.2K +1,094 +13%
AIC
69
Archer Investment Corporation
Indiana
$216K
OPA
70
Old Port Advisors
Maine
$214K
JIP
71
Jaffetilchin Investment Partners
Florida
$202K +$2.58K +100 +1%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$196K -$35K -1,360 -15%
DWMG
73
DB Wealth Management Group
California
$194K
GWM
74
Geneos Wealth Management
Colorado
$179K
US Bancorp
75
US Bancorp
Minnesota
$127K