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First Trust Dow Jones Global Select Dividend Index Fund

74 hedge funds and large institutions have $197M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

5% more capital invested

Capital invested by funds: $187M → $197M (+$9.6M)

0% more funds holding

Funds holding: 7474 (0)

1.74% less ownership

Funds ownership: 43.39%41.65% (-1.7%)

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
28
Reduced
25
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
$39.1M -$224K -8,818 -0.6%
Wells Fargo
2
Wells Fargo
California
$33.3M +$2.27M +89,085 +7%
AWM
3
AE Wealth Management
Kansas
$20.2M +$9.7M +381,078 +95%
BJ
4
Brouwer & Janachowski
California
$15.5M -$99.5K -3,907 -0.6%
Bank of America
5
Bank of America
North Carolina
$13.9M +$3.41M +133,994 +33%
UBS Group
6
UBS Group
Switzerland
$9.51M +$123K +4,848 +1%
RJA
7
Raymond James & Associates
Florida
$5.42M +$823K +32,346 +18%
HFS
8
HL Financial Services
Kentucky
$5.42M +$295K +11,596 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.24M -$68K -2,670 -1%
LPL Financial
10
LPL Financial
California
$4.88M +$267K +10,498 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.58M +$398K +15,646 +10%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.29M -$1.25M -49,109 -23%
PNC
13
Park National Corp
Ohio
$4.03M +$575K +22,582 +17%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.02M +$777K +30,533 +64%
SCM
15
Sterling Capital Management
North Carolina
$1.73M +$42.3K +1,663 +3%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.56M -$73.3K -2,880 -5%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.55M -$24.2K -949 -2%
FAAS
18
First Allied Advisory Services
California
$1.42M +$225K +8,827 +19%
Stifel Financial
19
Stifel Financial
Missouri
$1.31M -$41.3K -1,624 -3%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.14M -$95.6K -3,756 -8%
AG
21
Advisor Group
Arizona
$1.12M -$14.6K -573 -1%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.08M -$5.37K -211 -0.5%
HighTower Advisors
23
HighTower Advisors
Illinois
$954K +$30.6K +1,202 +3%
WI
24
Wintrust Investments
Illinois
$922K +$21.6K +849 +2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$914K +$40K +1,573 +5%