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First Trust Dow Jones Global Select Dividend Index Fund

104 hedge funds and large institutions have $207M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $170M → $207M (+$37.2M)

6% more funds holding

Funds holding: 98104 (+6)

3.32% more ownership

Funds ownership: 38.2%41.52% (+3.3%)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
76
Global Wealth Management Investment Advisory
Florida
$101K -$2.27K -86 -2%
Citigroup
77
Citigroup
New York
$97K
AIP
78
Ameritas Investment Partners
Nebraska
$88K -$6.6K -250 -7%
SPIA
79
Steward Partners Investment Advisory
New York
$81K -$13.1K -497 -14%
SWM
80
Spire Wealth Management
Virginia
$80K +$211 +8 +0.3%
HI
81
Hudock Inc
Pennsylvania
$76K
MRC
82
Millburn Ridgefield Corp
New York
$76K +$11.4K +431 +17%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$74K +$52K +1,969 +226%
GRP
84
Global Retirement Partners
California
$59K +$32.6K +1,234 +120%
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.6K -$13.3K -502 -18%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$52K
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$40.2K +1,523 New
BEI
88
Benjamin Edwards Inc
Missouri
$39K +$39.8K +1,506 New
FHA
89
First Horizon Advisors
Tennessee
$31K
HI
90
Hoey Investments
Pennsylvania
$30K
LAS
91
Lloyd Advisory Services
Georgia
$27K -$4.44K -168 -14%
HWMA
92
Heritage Wealth Management (Arizona)
Arizona
$24K
Fidelity Investments
93
Fidelity Investments
Massachusetts
$23K +$15K +567 +182%
ASN
94
Advisory Services Network
Georgia
$19K +$19.8K +749 New
ACA
95
Aptus Capital Advisors
Alabama
$16K
HR
96
Howe & Rusling
New York
$16K +$53 +2 +0.3%
TAM
97
Tucker Asset Management
Colorado
$15.2K +$15.5K +585 New
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$6K +$5.63K +213 New
FP
99
Financial Perspectives
Minnesota
$5.84K -$143K -5,432 -96%
Barclays
100
Barclays
United Kingdom
$5K +$5.18K +196 New