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First Trust Dow Jones Global Select Dividend Index Fund

83 hedge funds and large institutions have $251M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.8% more ownership

Funds ownership: 50.62%51.42% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $254M → $251M (-$2.66M)

8% less funds holding

Funds holding: 9083 (-7)

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
83
Holders Change
-7
Holders Change %
-7.78%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
3
Increased
29
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$46.4M +$4.09M +157,907 +9%
Morgan Stanley
2
Morgan Stanley
New York
$36.2M -$3.37M -130,243 -8%
AWM
3
AE Wealth Management
Kansas
$31.5M +$4.23M +163,631 +15%
SS
4
Simplicity Solutions
Minnesota
$31.4M +$4.26M +164,632 +15%
Bank of America
5
Bank of America
North Carolina
$16.6M -$1.72M -66,406 -9%
UBS Group
6
UBS Group
Switzerland
$14.2M -$1.52M -58,920 -9%
LPL Financial
7
LPL Financial
California
$9.2M +$436K +16,845 +5%
KFA
8
Kabarec Financial Advisors
Illinois
$7.18M -$903K -34,909 -11%
PNC
9
Park National Corp
Ohio
$6.13M +$561K +21,672 +10%
HFS
10
HL Financial Services
Kentucky
$5.36M +$99.4K +3,840 +2%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$4.58M +$215K +8,320 +5%
RJA
12
Raymond James & Associates
Florida
$4.54M -$342K -13,222 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.64M -$873K -33,736 -24%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.19M -$175K -6,762 -7%
CWM
15
Cornerstone Wealth Management
Missouri
$2M +$1.27M +49,192 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.79M -$139K -5,390 -7%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.73M -$51.8K -2,000 -3%
SCM
18
Sterling Capital Management
North Carolina
$1.5M -$185K -7,155 -11%
AG
19
Advisor Group
Arizona
$1.33M +$2.59K +100 +0.2%
FAAS
20
First Allied Advisory Services
California
$1.23M -$26.6K -1,027 -2%
Ameriprise
21
Ameriprise
Minnesota
$1.13M +$2.51K +97 +0.2%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.06M -$31.7K -1,226 -3%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.04M
WI
24
Wintrust Investments
Illinois
$1.03M +$125K +4,831 +13%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.02M -$30.6K -1,183 -3%