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First Trust Dow Jones Global Select Dividend Index Fund

74 hedge funds and large institutions have $187M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

27% more capital invested

Capital invested by funds: $147M → $187M (+$39.6M)

7% more funds holding

Funds holding: 6974 (+5)

4.61% more ownership

Funds ownership: 38.78%43.39% (+4.6%)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
30
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$38.1M +$4.83M +193,415 +15%
Wells Fargo
2
Wells Fargo
California
$30.1M +$7.61M +305,053 +34%
BJ
3
Brouwer & Janachowski
California
$15.1M -$263K -10,561 -2%
Bank of America
4
Bank of America
North Carolina
$10.1M +$368K +14,751 +4%
SS
5
Simplicity Solutions
Minnesota
$10M +$6.83M +273,661 +215%
AWM
6
AE Wealth Management
Kansas
$10M +$6.8M +272,738 +214%
UBS Group
7
UBS Group
Switzerland
$9.09M +$2.09M +83,959 +30%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$5.38M +$2.62M +104,898 +95%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.14M +$352K +14,092 +7%
HFS
10
HL Financial Services
Kentucky
$4.96M +$120K +4,820 +2%
LPL Financial
11
LPL Financial
California
$4.47M +$61.7K +2,472 +1%
RJA
12
Raymond James & Associates
Florida
$4.44M +$768K +30,783 +21%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.04M +$435K +17,451 +12%
PNC
14
Park National Corp
Ohio
$3.34M +$517K +20,723 +18%
Citadel Advisors
15
Citadel Advisors
Florida
$2.6M +$2.6M +104,065 New
Ameriprise
16
Ameriprise
Minnesota
$1.85M -$1.31M -52,516 -41%
SCM
17
Sterling Capital Management
North Carolina
$1.63M -$709K -28,422 -30%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.58M -$4.89K -196 -0.3%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.53M +$1.53M +61,164 New
Stifel Financial
20
Stifel Financial
Missouri
$1.31M +$264K +10,591 +25%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.2M +$90.6K +3,630 +8%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.2M -$6.11K -245 -0.5%
FAAS
23
First Allied Advisory Services
California
$1.14M +$326K +13,063 +40%
AG
24
Advisor Group
Arizona
$1.1M -$67.3K -2,698 -6%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$1.05M -$15.4K -617 -1%