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First Trust Dow Jones Global Select Dividend Index Fund

72 hedge funds and large institutions have $242M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 15

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

7% more funds holding

Funds holding: 6772 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.32% less ownership

Funds ownership: 43.61%42.29% (-1.3%)

5% less capital invested

Capital invested by funds: $256M → $242M (-$13.9M)

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
36
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$85.3M -$3.99M -140,878 -4%
U
2
UBS
Switzerland
$22M +$4.62M +163,021 +25%
Bank of America
3
Bank of America
North Carolina
$19.3M -$4.37M -154,238 -18%
Wells Fargo
4
Wells Fargo
California
$15.4M +$776K +27,396 +5%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.2M -$283K -9,978 -2%
LPL Financial
6
LPL Financial
California
$11.2M -$2.1M -74,024 -15%
BJ
7
Brouwer & Janachowski
California
$11.2M +$492K +17,388 +4%
RJA
8
Raymond James & Associates
Florida
$11.1M +$770K +27,190 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.73M +$2.66M +93,829 +77%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.93M -$65.8K -2,323 -1%
Jane Street
11
Jane Street
New York
$3.49M +$3.72M +131,181 New
AIG
12
American International Group
New York
$3.17M -$879K -31,027 -21%
Comerica Bank
13
Comerica Bank
Texas
$3.15M -$486K -17,143 -13%
BTS
14
BB&T Securities
Virginia
$2.95M +$104K +3,664 +49%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.8M +$204K +7,216 +7%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.23M +$719K +25,393 +43%
AB
17
Atlas Brown
Kentucky
$1.97M +$1.78M +62,714 +560%
NPC
18
National Planning Corporation
California
$1.61M +$1.34M +47,202 +332%
SI
19
SII Investments
Wisconsin
$1.43M +$618K +21,837 +69%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.32M +$97.5K +3,443 +7%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.28M +$1.36M +48,103 New
FAAS
22
First Allied Advisory Services
California
$1.22M +$629K +22,223 +94%
Ameriprise
23
Ameriprise
Minnesota
$1.22M +$212K +7,476 +20%
VKH
24
Virtu KCG Holdings
New York
$1.2M +$1.28M +45,112 New
AT
25
Arden Trust
Delaware
$1M +$38.4K +1,357 +4%