We are live on ! Find out more
FGD icon

First Trust Dow Jones Global Select Dividend Index Fund

122 hedge funds and large institutions have $350M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

1.08% less ownership

Funds ownership: 56.48%55.4% (-1.1%)

5% less funds holding

Funds holding: 128122 (-6)

8% less capital invested

Capital invested by funds: $382M → $350M (-$31.5M)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
122
Holders Change
-6
Holders Change %
-4.69%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
45
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
76
Csenge Advisory Group
Florida
$234K -$5.36K -249 -2%
SCA
77
Snowden Capital Advisors
New York
$223K -$1.79K -83 -0.8%
IA
78
IFP Advisors
Florida
$222K -$4.3K -200 -2%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$221K +$194 +9 +0.1%
WFAG
80
Worth Financial Advisory Group
North Carolina
$209K +$3.34K +155 +2%
LAM
81
LifePro Asset Management
California
$205K -$12.4K -575 -5%
HFP
82
Holistic Financial Partners
Indiana
$203K
NA
83
NewEdge Advisors
Louisiana
$163K -$77.9K -3,620 -31%
HI
84
Harbour Investments
Wisconsin
$161K +$5.81K +270 +4%
AIC
85
Archer Investment Corporation
Indiana
$160K
BFEC
86
Benjamin F. Edwards & Company
Missouri
$155K -$2.13M -98,783 -93%
CFD
87
Creative Financial Designs
Indiana
$136K -$1.94K -90 -1%
US Bancorp
88
US Bancorp
Minnesota
$105K
Citigroup
89
Citigroup
New York
$101K +$90.4K +4,200 +600%
AF
90
Advisornet Financial
Minnesota
$94.7K +$2.75K +128 +3%
JP Morgan Chase
91
JP Morgan Chase
New York
$90.9K -$47.4K -2,201 -33%
GRP
92
Global Retirement Partners
California
$84.3K -$14.4K -670 -14%
RIA
93
Realta Investment Advisors
Delaware
$81.7K
SSB
94
Sandy Spring Bank
Maryland
$70.1K +$2.04K +95 +3%
CG
95
Cutler Group
California
$63K
AIP
96
Ameritas Investment Partners
Nebraska
$62.6K -$6.67K -310 -9%
FFA
97
Farther Finance Advisors
California
$57.6K
PTC
98
Private Trust Company
Ohio
$47.5K -$26.3K -1,220 -35%
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.6K
BCM
100
BluePath Capital Management
Georgia
$44.1K +$46K +2,138 New