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First Trust Dow Jones Global Select Dividend Index Fund

76 hedge funds and large institutions have $126M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 7776 (-1)

2.96% less ownership

Funds ownership: 40.4%37.44% (-3%)

10% less capital invested

Capital invested by funds: $140M → $126M (-$13.6M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
26
Reduced
30
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
$32.3M -$1.19M -52,398 -3%
BJ
2
Brouwer & Janachowski
California
$14.4M +$142K +6,280 +1%
Wells Fargo
3
Wells Fargo
California
$12.1M +$912K +40,250 +8%
Bank of America
4
Bank of America
North Carolina
$7.89M -$1.76M -77,729 -18%
LPL Financial
5
LPL Financial
California
$6.29M -$7.27M -320,907 -53%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.05M +$490K +21,613 +9%
UBS Group
7
UBS Group
Switzerland
$5.46M -$4.34M -191,752 -44%
Jane Street
8
Jane Street
New York
$5.39M +$5.04M +222,331 +1,122%
RJA
9
Raymond James & Associates
Florida
$4.63M +$290K +12,780 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.93M +$435K +19,219 +12%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.69M +$240K +10,611 +10%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$2.37M +$163K +7,211 +7%
SCM
13
Sterling Capital Management
North Carolina
$1.64M +$77.1K +3,403 +5%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$1.44M -$92.6K -4,088 -6%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.24M -$998K -44,044 -44%
PNC
16
Park National Corp
Ohio
$1.18M +$545K +24,035 +83%
MFS
17
MSI Financial Services
Massachusetts
$1.05M +$749K +33,053 +233%
Ameriprise
18
Ameriprise
Minnesota
$981K +$17.8K +787 +2%
HFS
19
HL Financial Services
Kentucky
$883K +$898K +39,635 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$835K -$12.7K -559 -1%
Stifel Financial
21
Stifel Financial
Missouri
$820K +$56K +2,470 +7%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$812K +$19K +839 +2%
FAAS
23
First Allied Advisory Services
California
$636K -$65.8K -2,903 -9%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$628K -$264K -11,631 -29%
OMC
25
Old Mission Capital
Illinois
$616K +$86.4K +3,815 +16%