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First Trust Dow Jones Global Select Dividend Index Fund

95 hedge funds and large institutions have $280M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 34

3% more capital invested

Capital invested by funds: $272M → $280M (+$7.79M)

0% more funds holding

Funds holding: 9595 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.86% less ownership

Funds ownership: 53.43%52.57% (-0.86%)

Holders
95
Holders Change
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
35
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$40.5M +$8.32M +368,880 +26%
Morgan Stanley
2
Morgan Stanley
New York
$37.4M -$4.56M -202,022 -11%
AWM
3
AE Wealth Management
Kansas
$33.1M -$1.4M -62,129 -4%
SS
4
Simplicity Solutions
Minnesota
$32.3M +$95.9K +4,252 +0.3%
UBS Group
5
UBS Group
Switzerland
$23.2M -$1.18M -52,491 -5%
Bank of America
6
Bank of America
North Carolina
$17.4M +$654K +29,003 +4%
LPL Financial
7
LPL Financial
California
$12M -$279K -12,352 -2%
RJA
8
Raymond James & Associates
Florida
$9.16M +$4.54M +201,506 +102%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.37M -$54.8K -2,429 -0.8%
PNC
10
Park National Corp
Ohio
$6.79M -$30.3K -1,344 -0.5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.48M +$285K +12,647 +5%
GI
12
Gradient Investments
Minnesota
$5.61M +$1.03M +45,659 +23%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$4.41M +$158K +7,027 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.77M -$606K -26,864 -14%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.45M +$327K +14,522 +11%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.84M +$305K +13,517 +12%
MWPCG
17
Measured Wealth Private Client Group
New Hampshire
$2.32M +$1.01M +44,886 +80%
Ameriprise
18
Ameriprise
Minnesota
$1.99M +$177K +7,857 +10%
CWM
19
Centric Wealth Management
Illinois
$1.43M +$1.44M +64,075 New
SCM
20
Sterling Capital Management
North Carolina
$1.4M +$214K +9,510 +18%
AG
21
Advisor Group
Arizona
$1.3M -$134K -5,934 -9%
HIS
22
Harvest Investment Services
Illinois
$1.3M +$158K +6,997 +14%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.2M -$274K -12,164 -19%
SIG
24
Sargent Investment Group
Maryland
$1.18M +$119K +5,285 +11%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$994K -$30.6K -1,355 -3%