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First Trust Dow Jones Global Select Dividend Index Fund

77 hedge funds and large institutions have $126M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

12% more funds holding

Funds holding: 6977 (+8)

0.46% more ownership

Funds ownership: 37.11%37.58% (+0.46%)

1% less capital invested

Capital invested by funds: $128M → $126M (-$1.56M)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
21
Reduced
30
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29M -$1.12M -48,468 -4%
Wells Fargo
2
Wells Fargo
California
$16M +$1.83M +79,058 +13%
BJ
3
Brouwer & Janachowski
California
$14.1M +$215K +9,305 +2%
Bank of America
4
Bank of America
North Carolina
$7.97M +$162K +7,015 +2%
UBS Group
5
UBS Group
Switzerland
$6.17M +$86.7K +3,754 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.67M -$183K -7,932 -3%
LPL Financial
7
LPL Financial
California
$4.73M -$1.57M -68,022 -25%
HFS
8
HL Financial Services
Kentucky
$4.02M +$1.46M +63,116 +58%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.23M -$1.1M -47,506 -26%
RJA
10
Raymond James & Associates
Florida
$3.13M -$2.35M -101,782 -43%
SCM
11
Sterling Capital Management
North Carolina
$2.51M +$284K +12,301 +13%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$2.5M -$36.6K -1,584 -1%
PNC
13
Park National Corp
Ohio
$2.36M +$318K +13,784 +16%
CGT
14
Capital Guardian Trust
California
$1.93M +$1.91M +82,832 New
MFS
15
MSI Financial Services
Massachusetts
$1.28M +$54.4K +2,357 +4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.15M +$33.6K +1,455 +3%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.1M -$81.9K -3,546 -7%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$976K -$241K -10,423 -20%
AT
19
Arden Trust
Delaware
$881K +$3.46K +150 +0.4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$847K -$54.8K -2,373 -6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$840K -$8.24K -357 -1%
MRC
22
Millburn Ridgefield Corp
New York
$813K +$806K +34,906 New
Stifel Financial
23
Stifel Financial
Missouri
$775K -$31K -1,343 -4%
HighTower Advisors
24
HighTower Advisors
Illinois
$707K +$3.49K +151 +0.5%
SG Americas Securities
25
SG Americas Securities
New York
$691K +$685K +29,664 New