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First Trust Dow Jones Global Select Dividend Index Fund

104 hedge funds and large institutions have $207M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $170M → $207M (+$37.2M)

6% more funds holding

Funds holding: 98104 (+6)

3.32% more ownership

Funds ownership: 38.2%41.52% (+3.3%)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$28.6M +$3.24M +122,660 +13%
AWM
2
AE Wealth Management
Kansas
$20.4M -$163K -6,184 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$20.2M +$1.36M +51,643 +7%
RJA
4
Raymond James & Associates
Florida
$15.1M +$3.15M +119,261 +26%
LPL Financial
5
LPL Financial
California
$11.3M +$2.06M +77,979 +22%
UBS Group
6
UBS Group
Switzerland
$9.36M +$2.53M +95,780 +36%
PNC
7
Park National Corp
Ohio
$8.13M +$226K +8,553 +3%
Bank of America
8
Bank of America
North Carolina
$7.26M +$188K +7,109 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.04M +$4.36M +165,186 +244%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.72M +$1.69M +63,899 +54%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.6M +$2.95M +111,520 +170%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.32M +$818K +30,968 +23%
MWPCG
13
Measured Wealth Private Client Group
New Hampshire
$4.24M -$161K -6,093 -4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.65M +$756K +28,626 +26%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$3.63M +$115K +4,365 +3%
FWM
16
ForthRight Wealth Management
Georgia
$3.39M -$43.1K -1,633 -1%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$3.21M +$20.2K +766 +0.6%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.2M +$2.07M +78,354 +174%
PAG
19
Private Advisor Group
New Jersey
$3.1M +$1.13M +42,926 +56%
Ameriprise
20
Ameriprise
Minnesota
$2.73M +$194K +7,341 +8%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.6M +$205K +7,754 +8%
EE
22
EWG Elevate
California
$2.47M +$2.51M +94,991 New
SWP
23
Stratos Wealth Partners
Ohio
$2.18M +$750K +28,385 +51%
Stifel Financial
24
Stifel Financial
Missouri
$2.04M +$320K +12,111 +18%
CIAS
25
Capital Investment Advisory Services
North Carolina
$1.94M +$62.7K +2,375 +3%