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First Trust Dow Jones Global Select Dividend Index Fund

127 hedge funds and large institutions have $254M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 129127 (-2)

12.67% less ownership

Funds ownership: 58.69%46.03% (-13%)

33% less capital invested

Capital invested by funds: $379M → $254M (-$125M)

43% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 56

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
32
Reduced
56
Closed
13
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
51
Raymond James Trust
Florida
$549K
NS
52
NBC Securities
Alabama
$542K +$4.52K +204 +0.9%
OMC
53
Old Mission Capital
Illinois
$511K -$327K -14,744 -40%
SWP
54
Stratos Wealth Partners
Ohio
$506K +$111K +5,004 +29%
CCA
55
Cottonwood Capital Advisors
Utah
$491K -$4.81K -217 -1%
Comerica Bank
56
Comerica Bank
Texas
$484K
GCP
57
GSA Capital Partners
United Kingdom
$459K +$447K +20,161 New
AWA
58
Authentikos Wealth Advisory
California
$445K -$14.2K -641 -3%
RW
59
Rockport Wealth
Ohio
$429K +$420K +18,968 New
ACM
60
Advisors Capital Management
New Jersey
$427K
FIA
61
Foundations Investment Advisors
Arizona
$422K -$2.15K -97 -0.5%
RGF
62
Retirement Guys Formula
Ohio
$387K +$6.58K +297 +2%
WWM
63
Western Wealth Management
Colorado
$374K +$17.7K +801 +5%
VCM
64
Virtue Capital Management
Tennessee
$359K -$72.9K -3,290 -17%
TSS
65
Two Sigma Securities
New York
$351K +$342K +15,434 New
MSFS
66
Main Street Financial Solutions
Pennsylvania
$341K +$1.44K +65 +0.4%
KPWS
67
Kestra Private Wealth Services
Texas
$325K -$140K -6,297 -31%
SAM
68
SignalPoint Asset Management
Missouri
$315K
KIG
69
Kowal Investment Group
Wisconsin
$304K +$199 +9 +0.1%
PAG
70
Private Advisor Group
New Jersey
$304K -$248K -11,181 -46%
GWSG
71
GPS Wealth Strategies Group
Colorado
$302K -$18.8K -848 -6%
Cerity Partners
72
Cerity Partners
New York
$299K -$16.9K -764 -5%
HI
73
Harbour Investments
Wisconsin
$289K +$137K +6,165 +94%
FAIM
74
Financial Advocates Investment Management
Washington
$266K +$1.48K +67 +0.6%
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$258K -$18.3K -825 -7%