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First Trust Dow Jones Global Select Dividend Index Fund

126 hedge funds and large institutions have $373M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more capital invested

Capital invested by funds: $244M → $373M (+$129M)

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

9.27% more ownership

Funds ownership: 45.89%55.15% (+9.3%)

4% less funds holding

Funds holding: 131126 (-5)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
43
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$61.2M +$63.2M +2,767,195 New
Wells Fargo
2
Wells Fargo
California
$39.4M +$13M +570,121 +47%
Morgan Stanley
3
Morgan Stanley
New York
$35.8M +$4.18M +182,995 +13%
LPL Financial
4
LPL Financial
California
$35.3M +$7.74M +338,795 +27%
AWM
5
AE Wealth Management
Kansas
$24.6M -$393K -17,212 -2%
UBS Group
6
UBS Group
Switzerland
$23.4M +$6.91M +302,294 +40%
Jane Street
7
Jane Street
New York
$14.1M +$6.59M +288,449 +83%
FMLI
8
Fukoku Mutual Life Insurance
Japan
$14M +$14.4M +632,000 New
Ameriprise
9
Ameriprise
Minnesota
$12.8M +$4.38M +191,539 +50%
Bank of America
10
Bank of America
North Carolina
$10.9M -$433K -18,970 -4%
PNC
11
Park National Corp
Ohio
$6.1M -$431K -18,876 -6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.66M -$478K -20,906 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.17M +$1.05M +46,155 +32%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$3.99M -$45.3K -1,984 -1%
RJA
15
Raymond James & Associates
Florida
$3.96M +$326K +14,272 +9%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$3.7M +$44.9K +1,967 +1%
FWM
17
ForthRight Wealth Management
Georgia
$3.65M -$353K -15,433 -9%
M1FG
18
Mach-1 Financial Group
Arkansas
$3.54M +$3.65K +160 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.28M +$1.07M +46,832 +46%
OMC
20
Old Mission Capital
Illinois
$3.26M +$2.53M +110,628 +301%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$3.09M +$1.8M +78,738 +129%
PAG
22
Private Advisor Group
New Jersey
$2.82M -$203K -8,907 -7%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.74M -$197K -8,641 -7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.74M +$936K +40,953 +49%
USCWA
25
U.S. Capital Wealth Advisors
Texas
$2.7M +$1.64M +71,779 +143%