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First Trust Dow Jones Global Select Dividend Index Fund

113 hedge funds and large institutions have $221M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

7% more funds holding

Funds holding: 106113 (+7)

5% more capital invested

Capital invested by funds: $210M → $221M (+$11.5M)

1.52% more ownership

Funds ownership: 41.02%42.54% (+1.5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
113
Holders Change
+7
Holders Change %
+6.6%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
40
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
$36.3M +$8.23M +324,619 +29%
Morgan Stanley
2
Morgan Stanley
New York
$19.7M +$475K +18,733 +2%
AWM
3
AE Wealth Management
Kansas
$19.6M +$532K +21,001 +3%
LPL Financial
4
LPL Financial
California
$16.3M +$3.88M +153,063 +31%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$13.3M +$863K +34,044 +7%
PNC
6
Park National Corp
Ohio
$9.87M +$596K +23,518 +6%
Bank of America
7
Bank of America
North Carolina
$7.92M +$809K +31,924 +11%
UBS Group
8
UBS Group
Switzerland
$7.66M +$170K +6,698 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.79M +$511K +20,170 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.46M -$68.9K -2,716 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.35M +$821K +32,387 +18%
RJA
12
Raymond James & Associates
Florida
$4.96M -$4.48M -176,521 -47%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$4.9M +$662K +26,098 +15%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.98M -$621K -24,492 -13%
Ameriprise
15
Ameriprise
Minnesota
$3.87M +$401K +15,828 +11%
PAG
16
Private Advisor Group
New Jersey
$3.66M +$475K +18,736 +15%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$3.3M -$53.1K -2,096 -2%
FWM
18
ForthRight Wealth Management
Georgia
$3.17M -$149K -5,879 -4%
SWP
19
Stratos Wealth Partners
Ohio
$2.71M +$404K +15,926 +17%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.27M -$92.2K -3,636 -4%
Stifel Financial
21
Stifel Financial
Missouri
$2.19M -$16.2K -640 -0.7%
SPC
22
Sigma Planning Corp
Michigan
$2.06M +$60.3K +2,379 +3%
CIAS
23
Capital Investment Advisory Services
North Carolina
$1.75M -$11.8K -465 -0.7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.74M +$26.3K +1,039 +2%
SWP
25
ShoreHaven Wealth Partners
New Jersey
$1.65M +$29K +1,143 +2%