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First Trust Dow Jones Global Select Dividend Index Fund

106 hedge funds and large institutions have $210M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 104106 (+2)

1% more capital invested

Capital invested by funds: $207M → $210M (+$2.41M)

0.5% less ownership

Funds ownership: 41.52%41.02% (-0.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
42
Reduced
28
Closed
11
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$28M +$387K +15,000 +1%
Morgan Stanley
2
Morgan Stanley
New York
$19.1M -$352K -13,655 -2%
AWM
3
AE Wealth Management
Kansas
$19M -$711K -27,573 -4%
LPL Financial
4
LPL Financial
California
$12.4M +$1.54M +59,763 +14%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$12.4M +$9.56M +370,769 +300%
RJA
6
Raymond James & Associates
Florida
$9.35M -$5.42M -210,130 -36%
PNC
7
Park National Corp
Ohio
$9.24M +$1.45M +56,156 +18%
UBS Group
8
UBS Group
Switzerland
$7.46M -$1.61M -62,365 -17%
Bank of America
9
Bank of America
North Carolina
$7.09M +$88.5K +3,435 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.5M +$981K +38,080 +21%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.26M +$1.13M +43,770 +26%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.58M +$1.09M +42,301 +30%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.52M +$91.4K +3,547 +2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$4.22M +$742K +28,807 +21%
Ameriprise
15
Ameriprise
Minnesota
$3.45M +$853K +33,111 +32%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$3.34M +$248K +9,632 +8%
FWM
17
ForthRight Wealth Management
Georgia
$3.3M +$38.7K +1,503 +1%
PAG
18
Private Advisor Group
New Jersey
$3.17M +$187K +7,267 +6%
Citadel Advisors
19
Citadel Advisors
Florida
$3.09M +$3.18M +123,579 New
USCWA
20
U.S. Capital Wealth Advisors
Texas
$2.77M +$2.86M +110,899 New
Osaic Holdings
21
Osaic Holdings
Arizona
$2.34M -$171K -6,643 -7%
SWP
22
Stratos Wealth Partners
Ohio
$2.3M +$203K +7,888 +9%
Stifel Financial
23
Stifel Financial
Missouri
$2.2M +$237K +9,199 +12%
SPC
24
Sigma Planning Corp
Michigan
$1.99M +$230K +8,926 +13%
MWPCG
25
Measured Wealth Private Client Group
New Hampshire
$1.77M -$2.38M -92,393 -57%