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First Trust Dow Jones Global Select Dividend Index Fund

69 hedge funds and large institutions have $128M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

1% more capital invested

Capital invested by funds: $126M → $128M (+$1.53M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.33% less ownership

Funds ownership: 37.44%37.11% (-0.33%)

9% less funds holding

Funds holding: 7669 (-7)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
69
Holders Change
-7
Holders Change %
-9.21%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
30
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
$30.4M -$3.58M -155,255 -11%
Wells Fargo
2
Wells Fargo
California
$14.3M +$1.43M +61,753 +11%
BJ
3
Brouwer & Janachowski
California
$14M -$1.22M -52,677 -8%
Bank of America
4
Bank of America
North Carolina
$7.87M -$439K -19,006 -5%
LPL Financial
5
LPL Financial
California
$6.27M -$431K -18,665 -6%
UBS Group
6
UBS Group
Switzerland
$6.13M +$368K +15,924 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.91M -$465K -20,126 -7%
RJA
8
Raymond James & Associates
Florida
$5.55M +$658K +28,517 +14%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.37M +$215K +9,293 +5%
HFS
10
HL Financial Services
Kentucky
$2.57M +$1.61M +69,723 +176%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$2.56M +$67.1K +2,908 +3%
SCM
12
Sterling Capital Management
North Carolina
$2.25M +$507K +21,938 +30%
PNC
13
Park National Corp
Ohio
$2.06M +$802K +34,740 +66%
Jane Street
14
Jane Street
New York
$1.29M -$4.33M -187,356 -77%
MFS
15
MSI Financial Services
Massachusetts
$1.24M +$124K +5,365 +11%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.23M -$79.9K -3,461 -6%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.2M -$319K -13,814 -21%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.13M +$1.11M +47,876 New
Ameriprise
19
Ameriprise
Minnesota
$1.03M -$6.93K -300 -0.7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$910K +$52.1K +2,256 +6%
AT
21
Arden Trust
Delaware
$885K +$870K +37,671 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$855K -$24.9K -1,079 -3%
Stifel Financial
23
Stifel Financial
Missouri
$810K -$50.6K -2,192 -6%
HighTower Advisors
24
HighTower Advisors
Illinois
$709K +$699K +30,275 New
OMC
25
Old Mission Capital
Illinois
$702K +$50.9K +2,206 +8%