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First Trust Dow Jones Global Select Dividend Index Fund

126 hedge funds and large institutions have $373M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more capital invested

Capital invested by funds: $244M → $373M (+$129M)

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

9.27% more ownership

Funds ownership: 45.89%55.15% (+9.3%)

4% less funds holding

Funds holding: 131126 (-5)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
43
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
76
LifePro Asset Management
California
$246K
SWP
77
Stratos Wealth Partners
Ohio
$232K -$8.5K -372 -3%
IWN
78
Independent Wealth Network
Iowa
$231K +$13.9K +607 +6%
HI
79
Harbour Investments
Wisconsin
$229K +$10.9K +479 +5%
HR
80
Howe & Rusling
New York
$222K -$11.3K -494 -5%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$221K
WFAG
82
Worth Financial Advisory Group
North Carolina
$221K +$228K +9,987 New
PWM
83
Prosperity Wealth Management
California
$214K -$5.03K -220 -2%
MIH
84
Meitav Investment House
Israel
$212K +$213K +9,341 New
PVI
85
Pine Valley Investments
New Jersey
$211K +$215K +9,415 New
SW
86
Simplicity Wealth
New Jersey
$211K -$148K -6,493 -41%
RFP
87
Root Financial Partners
California
$202K +$209K +9,142 New
GWSG
88
GPS Wealth Strategies Group
Colorado
$186K -$72.9K -3,192 -28%
AIC
89
Archer Investment Corporation
Indiana
$172K -$17.1K -749 -9%
HNB
90
Huntington National Bank
Ohio
$155K
CFD
91
Creative Financial Designs
Indiana
$148K +$152K +6,675 New
US Bancorp
92
US Bancorp
Minnesota
$113K
NA
93
NewEdge Advisors
Louisiana
$112K +$115K +5,053 New
GRP
94
Global Retirement Partners
California
$107K +$274 +12 +0.3%
DWMG
95
DB Wealth Management Group
California
$104K
AF
96
Advisornet Financial
Minnesota
$98.3K +$1.74K +76 +2%
AIP
97
Ameritas Investment Partners
Nebraska
$74.3K +$2.29K +100 +3%
PTC
98
Private Trust Company
Ohio
$69K -$7.13K -312 -9%
CG
99
Cutler Group
California
$67K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$52K +$23.3K +1,018 +77%