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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: 128 → 122 (-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
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$4.56M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.09M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.69M |
| 4 |
PNC
Park National Corp
Newark,
Ohio
|
+$1.18M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$810K |
Top Sellers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$22.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.08M |
| 3 |
Jane Street
New York
|
-$2.35M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.32M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$2.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LSA
126
Lion Street Advisors
Austin,
Texas
| – | -$331K | -12,954 | Closed |
|
|
TA
127
TFG Advisers
Auburn Hills,
Michigan
| – | -$242K | -11,277 | Closed |
|
|
PVI
128
Pine Valley Investments
Marlton,
New Jersey
| – | -$234K | -10,914 | Closed |
|
|
RFN
129
RDA Financial Network
Akron,
Iowa
| – | -$228K | -10,642 | Closed |
|
130
Bank of New York Mellon
New York
| – | -$218K | -10,156 | Closed |
|
|
MIH
131
Meitav Investment House
Bene-Beraq,
Israel
| – | -$187K | -8,711 | Closed |
|
|
IGWM
132
ICA Group Wealth Management
Denver,
Colorado
| – | -$35.8K | -1,672 | Closed |
|
|
WP
133
WealthPLAN Partners
Omaha,
Nebraska
| – | -$21.1K | -985 | Closed |
|
|
TSWM
134
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$12K | -575 | Closed |
|
|
OLVIG
135
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$7.63K | -356 | Closed |
|
|
SIS
136
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$4.01K | -187 | Closed |
|