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First Trust Dow Jones Global Select Dividend Index Fund

85 hedge funds and large institutions have $248M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

2% more funds holding

Funds holding: 8385 (+2)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

0.35% less ownership

Funds ownership: 51.42%51.07% (-0.35%)

1% less capital invested

Capital invested by funds: $251M → $248M (-$2.83M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
8
Increased
33
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$41.7M -$5.36M -213,144 -11%
SS
2
Simplicity Solutions
Minnesota
$34.7M +$2.86M +113,684 +9%
AWM
3
AE Wealth Management
Kansas
$32.3M +$371K +14,736 +1%
Morgan Stanley
4
Morgan Stanley
New York
$31.3M -$5.43M -215,936 -15%
UBS Group
5
UBS Group
Switzerland
$16.6M +$2.14M +85,135 +15%
Bank of America
6
Bank of America
North Carolina
$14.5M -$2.35M -93,412 -14%
LPL Financial
7
LPL Financial
California
$9.33M -$12.5K -497 -0.1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.04M +$5.37M +213,507 +200%
PNC
9
Park National Corp
Ohio
$6.71M +$481K +19,126 +8%
HFS
10
HL Financial Services
Kentucky
$5.5M +$56K +2,225 +1%
CWM
11
Cornerstone Wealth Management
Missouri
$4.84M +$1.89M +75,142 +153%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.8M +$149K +5,928 +3%
RJA
13
Raymond James & Associates
Florida
$3.66M -$958K -38,060 -21%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.39M +$573K +22,770 +31%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.35M +$127K +5,060 +6%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$2.33M +$1.34M +53,226 +135%
AG
17
Advisor Group
Arizona
$1.54M +$188K +7,483 +14%
SCM
18
Sterling Capital Management
North Carolina
$1.45M -$74.6K -2,965 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.43M +$395K +15,695 +38%
FAAS
20
First Allied Advisory Services
California
$1.32M +$77.6K +3,085 +6%
Ameriprise
21
Ameriprise
Minnesota
$1.26M +$117K +4,634 +10%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.01M -$19.9K -789 -2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$966K -$795K -31,578 -45%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$928K -$147K -5,850 -14%
BJ
25
Brouwer & Janachowski
California
$909K -$9.94K -395 -1%