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First Trust Dow Jones Global Select Dividend Index Fund

92 hedge funds and large institutions have $246M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

25% more capital invested

Capital invested by funds: $197M → $246M (+$49M)

24% more funds holding

Funds holding: 7492 (+18)

7.71% more ownership

Funds ownership: 41.65%49.36% (+7.7%)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

Holders
92
Holders Change
+18
Holders Change %
+24.32%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
21
Increased
28
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.7M -$2.16M -83,655 -6%
Wells Fargo
2
Wells Fargo
California
$31.2M -$2.74M -105,808 -8%
AWM
3
AE Wealth Management
Kansas
$25.1M +$4.43M +171,143 +22%
SS
4
Simplicity Solutions
Minnesota
$24.6M +$24.2M +935,597 New
Bank of America
5
Bank of America
North Carolina
$17.7M +$3.4M +131,366 +24%
BJ
6
Brouwer & Janachowski
California
$15.1M -$758K -29,310 -5%
UBS Group
7
UBS Group
Switzerland
$10.2M +$475K +18,339 +5%
KFA
8
Kabarec Financial Advisors
Illinois
$8.17M +$8.02M +310,009 New
LPL Financial
9
LPL Financial
California
$7.3M +$2.28M +87,975 +46%
RJA
10
Raymond James & Associates
Florida
$5.75M +$214K +8,263 +4%
HFS
11
HL Financial Services
Kentucky
$5.56M +$30.3K +1,171 +0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.21M +$524K +20,268 +11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.1M -$247K -9,550 -5%
PNC
14
Park National Corp
Ohio
$5M +$878K +33,932 +22%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$4.46M +$86.5K +3,344 +2%
Jane Street
16
Jane Street
New York
$4.4M +$4.32M +167,011 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2M -$66.1K -2,555 -3%
SCM
18
Sterling Capital Management
North Carolina
$1.82M +$56.9K +2,200 +3%
FAAS
19
First Allied Advisory Services
California
$1.69M +$237K +9,150 +17%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.57M -$17.5K -676 -1%
Stifel Financial
21
Stifel Financial
Missouri
$1.24M -$101K -3,885 -8%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.16M
AG
23
Advisor Group
Arizona
$1.12M -$26.5K -1,023 -2%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$1.07M -$35.6K -1,374 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$997K +$62.4K +2,410 +7%