We are live on ! Find out more
FGD icon

First Trust Dow Jones Global Select Dividend Index Fund

126 hedge funds and large institutions have $373M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more capital invested

Capital invested by funds: $244M → $373M (+$129M)

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

9.27% more ownership

Funds ownership: 45.89%55.15% (+9.3%)

4% less funds holding

Funds holding: 131126 (-5)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
43
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Authentikos Wealth Advisory
California
$578K +$601K +26,292 New
WCM
52
WealthBridge Capital Management
Ohio
$546K -$14K -611 -2%
AWS
53
Atria Wealth Solutions
New York
$517K -$64.4K -2,817 -11%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$513K -$1.47M -64,342 -73%
DI
55
DDFG Inc
California
$506K -$49.9K -2,184 -9%
DADC
56
D.A. Davidson & Co
Montana
$495K +$125K +5,457 +32%
KA
57
Kovack Advisors
Florida
$481K -$9.53K -417 -2%
CCA
58
Cottonwood Capital Advisors
Utah
$455K +$5.99K +262 +1%
ACM
59
Advisors Capital Management
New Jersey
$414K
CA
60
Cetera Advisors
Colorado
$409K +$18.9K +828 +5%
KIG
61
Kowal Investment Group
Wisconsin
$397K +$2.03K +89 +0.5%
MSFS
62
Main Street Financial Solutions
Pennsylvania
$390K -$54.6K -2,391 -12%
RGF
63
Retirement Guys Formula
Ohio
$389K +$5.71K +250 +1%
RJT
64
Raymond James Trust
Florida
$379K
SFG
65
StrategIQ Financial Group
Indiana
$371K -$3.4K -149 -0.9%
KPWS
66
Kestra Private Wealth Services
Texas
$361K -$277K -12,131 -43%
IA
67
IFP Advisors
Florida
$338K -$192K -8,395 -39%
SAM
68
SignalPoint Asset Management
Missouri
$327K
VCM
69
Virtue Capital Management
Tennessee
$325K -$38.3K -1,675 -10%
Cerity Partners
70
Cerity Partners
New York
$324K
SCA
71
Snowden Capital Advisors
New York
$292K +$21.5K +939 +8%
OIA
72
OneDigital Investment Advisors
Kansas
$281K -$4.55K -199 -2%
FIA
73
Foundations Investment Advisors
Arizona
$266K -$75.1K -3,288 -21%
TA
74
TFG Advisers
Michigan
$266K +$937 +41 +0.3%
RFN
75
RDA Financial Network
Iowa
$252K