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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
SIS
126
Sound Income Strategies
Florida
$4.01K +$4.14K +187 New
GWMIA
127
Global Wealth Management Investment Advisory
Florida
$3.09K +$3.19K +144 New
BLC
128
Brown, Lisle/Cummings
Rhode Island
$2.25K
BCI
129
Brinker Capital Investments
Pennsylvania
-$1.09M -49,088 Closed
OPS
130
Orion Portfolio Solutions
Nebraska
-$1.09M -49,088 Closed
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
-$513K -23,213 Closed
IWN
132
Independent Wealth Network
Iowa
-$231K -10,427 Closed
PWM
133
Prosperity Wealth Management
California
-$214K -9,667 Closed
SW
134
Simplicity Wealth
New Jersey
-$211K -9,528 Closed
RFP
135
Root Financial Partners
California
-$202K -9,142 Closed
AAS
136
Ameritas Advisory Services
Nebraska
-$21.5K -950 Closed
ASN
137
Advisory Services Network
Georgia
-$20.5K -929 Closed
TAM
138
Tucker Asset Management
Colorado
-$17.6K -794 Closed
FHA
139
First Horizon Advisors
Tennessee
-$10.1K -455 Closed
BAM
140
Belpointe Asset Management
Nevada
-$4.51K -204 Closed
M1FG
141
Mach-1 Financial Group
Arkansas
-$3.54M -160 Closed
GI
142
Gradient Investments
Minnesota
-$3.1K -140 Closed
AWM
143
Accel Wealth Management
Iowa
-$2.36K -107 Closed
FCA
144
Fortis Capital Advisors
Kansas
-$973 -44 Closed
ADL
145
Asset Dedication LLC
California
-$1K -41 Closed
HNB
146
Huntington National Bank
Ohio
-$155K