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First Trust Dow Jones Global Select Dividend Index Fund

80 hedge funds and large institutions have $209M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 7880 (+2)

4% less capital invested

Capital invested by funds: $217M → $209M (-$7.75M)

1.03% less ownership

Funds ownership: 40.48%39.45% (-1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
33
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$74.1M +$7.62M +296,378 +11%
UBS Group
2
UBS Group
Switzerland
$20M -$1.9M -74,079 -9%
Wells Fargo
3
Wells Fargo
California
$15.1M +$1.66M +64,665 +12%
BJ
4
Brouwer & Janachowski
California
$12.7M +$1.53M +59,406 +13%
LPL Financial
5
LPL Financial
California
$10.4M +$578K +22,473 +6%
Bank of America
6
Bank of America
North Carolina
$9.11M -$8.05M -313,064 -46%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.47M -$3.3M -128,202 -30%
RJA
8
Raymond James & Associates
Florida
$6.99M -$1.87M -72,807 -21%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.77M +$1.64M +63,796 +39%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.91M -$567K -22,071 -12%
AIG
11
American International Group
New York
$3.85M +$604K +23,483 +18%
BTS
12
BB&T Securities
Virginia
$2.49M -$61.1K -2,376 -19%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.46M -$19.8K -770 -0.8%
BA
14
BKS Advisors
Michigan
$2.3M +$2.34M +91,135 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.23M -$1.62M -63,102 -42%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$2.18M +$2.18M +84,880 +5,476%
AB
17
Atlas Brown
Kentucky
$1.93M -$65K -2,530 -3%
SI
18
SII Investments
Wisconsin
$1.64M -$27.3K -1,062 -2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.53M +$72.9K +2,836 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.5M +$15.5K +604 +1%
Jane Street
21
Jane Street
New York
$1.48M +$651K +25,331 +76%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.2M +$338K +13,162 +39%
B
23
Baird
Wisconsin
$1.16M +$170K +6,606 +17%
FAAS
24
First Allied Advisory Services
California
$1.15M +$32.7K +1,271 +3%
CA
25
Cetera Advisors
Colorado
$1.14M +$242K +9,418 +26%