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First Trust Dow Jones Global Select Dividend Index Fund

47 hedge funds and large institutions have $145M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

24% more capital invested

Capital invested by funds: $117M → $145M (+$27.9M)

15% more funds holding

Funds holding: 4147 (+6)

3.33% more ownership

Funds ownership: 37.56%40.89% (+3.3%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
17
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.3M +$91.5K +3,705 +0.2%
U
2
UBS
Switzerland
$15.2M +$3.63M +147,040 +33%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.4M +$13.3M +538,114 +2,204%
Bank of America
4
Bank of America
North Carolina
$10.5M -$263K -10,662 -3%
Wells Fargo
5
Wells Fargo
California
$9.8M +$903K +36,564 +11%
LPL Financial
6
LPL Financial
California
$7.86M -$43K -1,740 -0.6%
RJA
7
Raymond James & Associates
Florida
$7.45M -$1.71M -69,297 -19%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.1M -$794K -32,174 -14%
Comerica Bank
9
Comerica Bank
Texas
$4.67M +$600K +24,304 +15%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.09M +$359K +14,537 +10%
AIG
11
American International Group
New York
$2.82M +$128K +5,172 +5%
Jane Street
12
Jane Street
New York
$1.79M +$1.73M +69,895 New
CIBC World Market
13
CIBC World Market
Ontario, Canada
$1.71M -$5.55M -224,822 -77%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.59M +$203K +8,240 +15%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.53M +$1.47M +59,459 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.03M +$201K +8,156 +25%
RIA
17
Regal Investment Advisors
Michigan
$917K -$194K -7,876 -18%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$872K -$699K -28,311 -45%
IH
19
IFC Holdings
Florida
$670K +$103K +4,183 +19%
B
20
Baird
Wisconsin
$613K -$45.3K -1,835 -7%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$602K +$640K +25,941 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$584K -$430K -17,407 -43%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$511K -$24.7K -1,002 -5%
SI
24
SII Investments
Wisconsin
$470K -$8.34K -338 -2%
VFS
25
VSR Financial Services
Kansas
$467K +$108K +4,384 +32%