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First Trust Dow Jones Global Select Dividend Index Fund

173 hedge funds and large institutions have $628M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 42

16% more capital invested

Capital invested by funds: $544M → $628M (+$84.8M)

8% more funds holding

Funds holding: 160173 (+13)

0.84% more ownership

Funds ownership: 61.5%62.34% (+0.84%)

Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
24
Increased
79
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Cottonwood Capital Advisors
Utah
$1.23M +$99.5K +3,364 +9%
Creative Planning
52
Creative Planning
Kansas
$1.21M +$11.7K +394 +1%
CI
53
CacheTech Inc
Utah
$1.14M +$1.11M +37,635 New
BEI
54
Benjamin Edwards Inc
Missouri
$1.11M +$54.1K +1,831 +5%
KCM
55
Key Capital Management
Tennessee
$1.08M +$1.05M +35,599 New
SEI Investments
56
SEI Investments
Pennsylvania
$1.05M -$22.8K -770 -2%
MC
57
Moors & Cabot
Massachusetts
$1.03M +$33.5K +1,133 +3%
WWM
58
Western Wealth Management
Colorado
$985K +$202K +6,820 +27%
WA
59
Waverly Advisors
Alabama
$917K -$6.8K -230 -0.8%
CF
60
Collier Financial
Colorado
$894K +$40.4K +1,366 +5%
IP
61
Intellectus Partners
California
$890K +$2.99K +101 +0.3%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$851K +$200K +6,780 +32%
TCM
63
Triumph Capital Management
Colorado
$823K +$33.3K +1,125 +4%
MML Investors Services
64
MML Investors Services
Massachusetts
$815K -$91.4K -3,092 -10%
SA
65
Sanctuary Advisors
Indiana
$770K +$752K +25,447 New
SWP
66
Stratos Wealth Partners
Ohio
$763K +$120K +4,043 +19%
LI
67
LifeWealth Investments
Florida
$762K -$826K -27,949 -53%
DI
68
DDFG Inc
California
$718K -$2.81K -95 -0.4%
BOSSRA
69
B.O.S.S. Retirement Advisors
Utah
$717K -$1.57M -53,254 -69%
OC
70
Oppenheimer & Co
New York
$702K +$330K +11,151 +93%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$689K +$150K +5,082 +29%
GIA
72
Gladstone Institutional Advisory
Florida
$684K +$35.1K +1,186 +6%
HighTower Advisors
73
HighTower Advisors
Illinois
$675K -$11.8K -399 -2%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$673K -$27.9K -944 -4%
Mariner
75
Mariner
Kansas
$661K +$85.5K +2,891 +15%