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First Trust Dow Jones Global Select Dividend Index Fund

122 hedge funds and large institutions have $350M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

1.08% less ownership

Funds ownership: 56.48%55.4% (-1.1%)

5% less funds holding

Funds holding: 128122 (-6)

8% less capital invested

Capital invested by funds: $382M → $350M (-$31.5M)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
122
Holders Change
-6
Holders Change %
-4.69%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
45
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
WealthBridge Capital Management
Ohio
$578K +$104K +4,835 +21%
CA
52
Cetera Advisors
Colorado
$557K +$158K +7,325 +37%
DADC
53
D.A. Davidson & Co
Montana
$553K
NS
54
NBC Securities
Alabama
$480K +$502K +23,327 New
AWA
55
Authentikos Wealth Advisory
California
$476K -$2.58K -120 -0.5%
CCA
56
Cottonwood Capital Advisors
Utah
$448K +$15.9K +741 +4%
Citadel Advisors
57
Citadel Advisors
Florida
$435K +$454K +21,111 New
ACM
58
Advisors Capital Management
New Jersey
$430K
PPP
59
Private Portfolio Partners
New Jersey
$422K -$259K -12,026 -37%
FTUS
60
Flow Traders U.S.
New York
$384K +$401K +18,637 New
RGF
61
Retirement Guys Formula
Ohio
$357K +$9.1K +423 +2%
RJT
62
Raymond James Trust
Florida
$353K
SFG
63
StrategIQ Financial Group
Indiana
$349K +$8.39K +390 +2%
Comerica Bank
64
Comerica Bank
Texas
$346K +$361K +16,774 New
SWP
65
Stratos Wealth Partners
Ohio
$337K +$109K +5,060 +45%
TFA
66
Transamerica Financial Advisors
Florida
$328K -$633K -29,422 -65%
MSFS
67
Main Street Financial Solutions
Pennsylvania
$306K -$54.1K -2,513 -14%
VCM
68
Virtue Capital Management
Tennessee
$305K
SAM
69
SignalPoint Asset Management
Missouri
$305K
KIG
70
Kowal Investment Group
Wisconsin
$301K -$44.8K -2,082 -12%
GWSG
71
GPS Wealth Strategies Group
Colorado
$294K +$65 +3 +0%
AWS
72
Atria Wealth Solutions
New York
$261K +$2.93K +136 +1%
OIA
73
OneDigital Investment Advisors
Kansas
$249K -$1.66K -77 -0.6%
HR
74
Howe & Rusling
New York
$248K +$9.23K +429 +4%
SF
75
Slagle Financial
Illinois
$244K -$6.78K -315 -3%