We are live on ! Find out more
FGD icon

First Trust Dow Jones Global Select Dividend Index Fund

128 hedge funds and large institutions have $382M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 126128 (+2)

1.33% more ownership

Funds ownership: 55.15%56.48% (+1.3%)

2% more capital invested

Capital invested by funds: $373M → $382M (+$8.47M)

2% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 44

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
43
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
BlackDiamond Wealth Management
New York
$547K -$949K -42,894 -64%
WCM
52
WealthBridge Capital Management
Ohio
$498K -$32.6K -1,473 -6%
AWA
53
Authentikos Wealth Advisory
California
$498K -$68.3K -3,086 -12%
KA
54
Kovack Advisors
Florida
$468K +$1.59K +72 +0.3%
FIA
55
Foundations Investment Advisors
Arizona
$456K +$204K +9,207 +76%
CCA
56
Cottonwood Capital Advisors
Utah
$450K +$9.74K +440 +2%
ACM
57
Advisors Capital Management
New Jersey
$447K +$46.5K +2,100 +11%
CA
58
Cetera Advisors
Colorado
$423K +$27.1K +1,223 +7%
MSFS
59
Main Street Financial Solutions
Pennsylvania
$372K -$5.73K -259 -1%
RJT
60
Raymond James Trust
Florida
$368K
RGF
61
Retirement Guys Formula
Ohio
$363K -$15.2K -685 -4%
KIG
62
Kowal Investment Group
Wisconsin
$358K -$27.9K -1,261 -7%
SFG
63
StrategIQ Financial Group
Indiana
$355K -$4.71K -213 -1%
LSA
64
Lion Street Advisors
Texas
$331K +$287K +12,954 New
SAM
65
SignalPoint Asset Management
Missouri
$317K
KPWS
66
Kestra Private Wealth Services
Texas
$312K -$39.5K -1,785 -11%
GWSG
67
GPS Wealth Strategies Group
Colorado
$306K +$130K +5,874 +70%
VCM
68
Virtue Capital Management
Tennessee
$305K -$6.2K -280 -2%
Cerity Partners
69
Cerity Partners
New York
$281K -$33.9K -1,530 -10%
AWS
70
Atria Wealth Solutions
New York
$269K -$240K -10,855 -46%
OIA
71
OneDigital Investment Advisors
Kansas
$260K -$12.8K -579 -5%
SF
72
Slagle Financial
Illinois
$260K +$269K +12,145 New
HR
73
Howe & Rusling
New York
$249K +$34.3K +1,548 +15%
CAG
74
Csenge Advisory Group
Florida
$248K +$256K +11,586 New
NA
75
NewEdge Advisors
Louisiana
$247K +$143K +6,480 +128%