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First Trust Dow Jones Global Select Dividend Index Fund

97 hedge funds and large institutions have $173M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

14% more funds holding

Funds holding: 8597 (+12)

11.57% less ownership

Funds ownership: 51.07%39.51% (-12%)

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

30% less capital invested

Capital invested by funds: $248M → $173M (-$75.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
97
Holders Change
+12
Holders Change %
+14.12%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
29
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
76
Clarus Wealth Advisors
Arizona
$96K +$2.35K +100 +2%
AIP
77
Ameritas Investment Partners
Nebraska
$89K
1IA
78
1834 Investment Advisors
Wisconsin
$77K +$7.76K +330 +10%
CAC
79
Certified Advisory Corp
Florida
$71K
NWM
80
Northwest Wealth Management
Iowa
$69K
SWM
81
SeaCrest Wealth Management
New York
$46K +$49.2K +2,090 New
BFEC
82
Benjamin F. Edwards & Company
Missouri
$39K +$15.7K +669 +60%
DWM
83
Doyle Wealth Management
Florida
$34K +$36.9K +1,569 New
HR
84
Howe & Rusling
New York
$29K -$366K -15,545 -92%
JP Morgan Chase
85
JP Morgan Chase
New York
$27K -$90.5K -3,848 -76%
WCM
86
WealthBridge Capital Management
Ohio
$25K +$27.2K +1,156 New
WEC
87
Winslow Evans & Crocker
Massachusetts
$22K -$24.9K -1,060 -53%
APA
88
American Portfolios Advisors
New York
$13.1K +$3.62K +154 +35%
FHA
89
First Horizon Advisors
Tennessee
$9K +$188 +8 +2%
MOS
90
MGO One Seven
Ohio
$8K +$8.75K +372 New
NFG
91
Next Financial Group
Texas
$6K +$6.7K +285 New
PCG
92
Private Capital Group
Connecticut
$5K -$3.88K -165 -40%
JFA
93
JNBA Financial Advisors
Minnesota
$4K +$4.7K +200 New
CIAS
94
Capital Investment Advisory Services
North Carolina
$2K +$2.35K +100 New
CF
95
Centaurus Financial
California
$10 +$4.89K +208 +2,971%
CWM
96
Cornerstone Wealth Management
Missouri
-$4.84M -124,334 Closed
Bank of New York Mellon
97
Bank of New York Mellon
New York
-$635K -25,307 Closed
SIC
98
Shoker Investment Counsel
Ohio
-$259K -10,348 Closed
SFG
99
StrategIQ Financial Group
Indiana
-$242K -9,628 Closed
OC
100
Oppenheimer & Co
New York
-$222K -8,877 Closed