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First Trust Dow Jones Global Select Dividend Index Fund

78 hedge funds and large institutions have $217M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

8% more funds holding

Funds holding: 7278 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.8% less ownership

Funds ownership: 42.29%40.48% (-1.8%)

10% less capital invested

Capital invested by funds: $242M → $217M (-$24.7M)

42% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 33

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
19
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$66.9M -$15M -572,055 -18%
UBS Group
2
UBS Group
Switzerland
$22M +$22.7M +867,269 New
Bank of America
3
Bank of America
North Carolina
$17.1M -$1.33M -50,842 -7%
Wells Fargo
4
Wells Fargo
California
$13.6M -$1.12M -42,539 -7%
BJ
5
Brouwer & Janachowski
California
$11.2M +$599K +22,832 +5%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.8M -$942K -35,931 -8%
LPL Financial
7
LPL Financial
California
$9.83M -$1.04M -39,681 -9%
RJA
8
Raymond James & Associates
Florida
$8.87M -$1.73M -66,054 -16%
Comerica Bank
9
Comerica Bank
Texas
$6.43M +$3.54M +135,107 +114%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.48M -$231K -8,794 -5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.18M -$1.32M -50,504 -23%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.83M +$2.7M +102,932 +214%
AIG
13
American International Group
New York
$3.27M +$254K +9,680 +8%
BTS
14
BB&T Securities
Virginia
$3.1M +$29.6K +1,129 +10%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.48M -$189K -7,207 -7%
Goldman Sachs
16
Goldman Sachs
New York
$2.01M +$2.08M +79,192 New
AB
17
Atlas Brown
Kentucky
$2M +$134K +5,128 +7%
SI
18
SII Investments
Wisconsin
$1.66M +$310K +11,837 +22%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.49M +$232K +8,856 +18%
NPC
20
National Planning Corporation
California
$1.47M -$55.4K -2,114 -3%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.46M -$687K -26,221 -31%
FAAS
22
First Allied Advisory Services
California
$1.12M -$46.3K -1,765 -4%
B
23
Baird
Wisconsin
$996K +$1.03M +39,250 New
AT
24
Arden Trust
Delaware
$971K +$12.8K +487 +1%
CA
25
Cetera Advisors
Colorado
$911K +$284K +10,821 +43%