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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
ICM
101
Intrepid Capital Management
Florida
$43.7K
PB
102
Pinnacle Bancorp
Nebraska
$43.3K
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$38K +$215 +10 +0.5%
FCA
104
FinTrust Capital Advisors
South Carolina
$26.4K +$27.5K +1,279 New
CFGS
105
Concourse Financial Group Securities
Alabama
$24.7K
HI
106
Hoey Investments
Pennsylvania
$24.2K
Fidelity Investments
107
Fidelity Investments
Massachusetts
$18.6K -$237 -11 -1%
CAS
108
Coppell Advisory Solutions
Texas
$17.3K +$4.86K +226 +40%
SWM
109
Spire Wealth Management
Virginia
$14.9K
KFI
110
Key Financial Inc
Pennsylvania
$13.3K
ACA
111
Aptus Capital Advisors
Alabama
$12.7K
GWANC
112
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.7K
AssetMark Inc
113
AssetMark Inc
California
$11.2K +$11.6K +541 New
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$9.73K
GWM
115
Geneos Wealth Management
Colorado
$7.21K
CIA
116
Cape Investment Advisory
Georgia
$5.15K
National Bank of Canada
117
National Bank of Canada
Quebec, Canada
$4.96K -$5.49K -255 -51%
FP
118
Financial Perspectives
Minnesota
$4.64K
BC
119
Barrett & Company
Rhode Island
$4.02K
GWMIA
120
Global Wealth Management Investment Advisory
Florida
$2.97K
BLC
121
Brown, Lisle/Cummings
Rhode Island
$2.16K
DWMG
122
DB Wealth Management Group
California
$1.79K -$6.54K -304 -78%
BWM
123
BlackDiamond Wealth Management
New York
-$547K -24,646 Closed
KA
124
Kovack Advisors
Florida
-$468K -21,833 Closed
Cerity Partners
125
Cerity Partners
New York
-$281K -13,118 Closed