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First Trust Dow Jones Global Select Dividend Index Fund

67 hedge funds and large institutions have $256M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 9

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

28% more capital invested

Capital invested by funds: $200M → $256M (+$55.3M)

18% more funds holding

Funds holding: 5767 (+10)

2.75% more ownership

Funds ownership: 40.85%43.61% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
39
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$97.7M +$25.7M +892,227 +36%
Bank of America
2
Bank of America
North Carolina
$25.6M +$2.87M +99,677 +13%
U
3
UBS
Switzerland
$19.4M +$719K +24,960 +4%
Wells Fargo
4
Wells Fargo
California
$16M +$3.22M +111,601 +25%
LPL Financial
5
LPL Financial
California
$14.6M +$5.04M +175,038 +54%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.7M -$488K -16,947 -3%
BJ
7
Brouwer & Janachowski
California
$11.7M +$1.66M +57,643 +17%
RJA
8
Raymond James & Associates
Florida
$11.3M +$757K +26,287 +7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.48M +$178K +6,191 +3%
AIG
10
American International Group
New York
$4.38M +$6.37K +221 +0.1%
Comerica Bank
11
Comerica Bank
Texas
$3.96M +$2.28M +78,974 +139%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.54M -$1.08M -37,440 -24%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.86M +$311K +10,794 +12%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$2.62M +$747K +25,935 +41%
BTS
15
BB&T Securities
Virginia
$2.17M -$720 -25 -0.3%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.7M +$257K +8,905 +18%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.42M +$694K +24,090 +98%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.35M +$25.7K +892 +2%
Ameriprise
19
Ameriprise
Minnesota
$1.11M +$677K +23,481 +159%
AT
20
Arden Trust
Delaware
$1.06M +$25.8K +895 +3%
BF
21
BOK Financial
Oklahoma
$991K
RIA
22
Regal Investment Advisors
Michigan
$964K +$24.4K +848 +3%
SI
23
SII Investments
Wisconsin
$926K +$188K +6,520 +26%
Stifel Financial
24
Stifel Financial
Missouri
$789K +$265K +9,184 +51%
SIC
25
Shoker Investment Counsel
Ohio
$715K +$707K +24,529 New