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First Trust Dow Jones Global Select Dividend Index Fund

55 hedge funds and large institutions have $187M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

29% more capital invested

Capital invested by funds: $145M → $187M (+$42.2M)

17% more funds holding

Funds holding: 4755 (+8)

2.06% more ownership

Funds ownership: 40.89%42.94% (+2.1%)

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
24
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$59.8M +$10.7M +402,080 +22%
Bank of America
2
Bank of America
North Carolina
$19.5M +$8.26M +310,482 +76%
U
3
UBS
Switzerland
$18M +$1.93M +72,651 +12%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.5M -$760K -28,569 -5%
Wells Fargo
5
Wells Fargo
California
$13.5M +$3.06M +115,103 +30%
LPL Financial
6
LPL Financial
California
$9.14M +$1.05M +39,504 +13%
BJ
7
Brouwer & Janachowski
California
$8.82M +$8.67M +325,669 New
RJA
8
Raymond James & Associates
Florida
$8.21M +$351K +13,172 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.57M +$257K +9,639 +6%
AIG
10
American International Group
New York
$3.93M +$943K +35,449 +32%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.88M -$1.48M -55,436 -28%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$2.13M +$323K +12,149 +18%
Comerica Bank
13
Comerica Bank
Texas
$2.07M -$2.81M -105,570 -58%
BTS
14
BB&T Securities
Virginia
$2.06M +$202K +7,601 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.05M +$428K +16,080 +27%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.92M +$979K +36,776 +108%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.64M -$36.6K -1,376 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.16M +$62.8K +2,360 +6%
AT
19
Arden Trust
Delaware
$896K +$880K +33,068 New
BF
20
BOK Financial
Oklahoma
$692K +$680K +25,548 New
SI
21
SII Investments
Wisconsin
$685K +$185K +6,965 +38%
IH
22
IFC Holdings
Florida
$663K -$28K -1,053 -4%
RIA
23
Regal Investment Advisors
Michigan
$633K -$328K -12,338 -35%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$602K
B
25
Baird
Wisconsin
$601K -$44.7K -1,680 -7%