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First Trust Dow Jones Global Select Dividend Index Fund

128 hedge funds and large institutions have $382M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 126128 (+2)

1.33% more ownership

Funds ownership: 55.15%56.48% (+1.3%)

2% more capital invested

Capital invested by funds: $373M → $382M (+$8.47M)

2% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 44

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
43
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
101
Farther Finance Advisors
California
$59.9K +$61.8K +2,794 New
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.5K
ICM
103
Intrepid Capital Management
Florida
$45.5K +$46.9K +2,120 New
PB
104
Pinnacle Bancorp
Nebraska
$45K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$40K -$10.8K -489 -21%
IGWM
106
ICA Group Wealth Management
Colorado
$35.8K +$32.3K +1,460 +689%
CFGS
107
Concourse Financial Group Securities
Alabama
$25.7K
HI
108
Hoey Investments
Pennsylvania
$25.1K
WP
109
WealthPLAN Partners
Nebraska
$21.1K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$19.6K -$6.66K -301 -25%
SWM
111
Spire Wealth Management
Virginia
$15.5K
Citigroup
112
Citigroup
New York
$15K
KFI
113
Key Financial Inc
Pennsylvania
$13.8K +$14.3K +646 New
ACA
114
Aptus Capital Advisors
Alabama
$13.2K
GWANC
115
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.2K
TSWM
116
Tyler-Stone Wealth Management
Ohio
$12K +$12.7K +575 New
CAS
117
Coppell Advisory Solutions
Texas
$11.9K +$12.4K +562 New
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$10.7K
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$10.1K
DWMG
120
DB Wealth Management Group
California
$8.38K -$95.7K -4,325 -92%
OLVIG
121
Oliver Lagore Vanvalin Investment Group
Michigan
$7.63K +$7.88K +356 New
GWM
122
Geneos Wealth Management
Colorado
$7.5K
CIA
123
Cape Investment Advisory
Georgia
$5.36K +$5.53K +250 New
FP
124
Financial Perspectives
Minnesota
$4.82K
BC
125
Barrett & Company
Rhode Island
$4.18K