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First Trust Dow Jones Global Select Dividend Index Fund

128 hedge funds and large institutions have $382M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 126128 (+2)

1.33% more ownership

Funds ownership: 55.15%56.48% (+1.3%)

2% more capital invested

Capital invested by funds: $373M → $382M (+$8.47M)

2% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 44

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
43
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$63.6M +$4.39M +198,220 +7%
Wells Fargo
2
Wells Fargo
California
$44.5M +$6.49M +293,238 +16%
Morgan Stanley
3
Morgan Stanley
New York
$33.4M -$1.41M -63,510 -4%
LPL Financial
4
LPL Financial
California
$31.6M -$2.7M -122,076 -8%
Ameriprise
5
Ameriprise
Minnesota
$30.4M +$18.6M +839,885 +145%
AWM
6
AE Wealth Management
Kansas
$24.5M +$649K +29,321 +3%
UBS Group
7
UBS Group
Switzerland
$22.5M -$227K -10,279 -1%
FMLI
8
Fukoku Mutual Life Insurance
Japan
$13.6M
Bank of America
9
Bank of America
North Carolina
$11.4M +$863K +38,986 +8%
Jane Street
10
Jane Street
New York
$10.8M -$2.96M -133,613 -21%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.63M +$1.18M +53,280 +21%
PNC
12
Park National Corp
Ohio
$5.92M +$2.37K +107 +0%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$4.12M +$554K +25,032 +15%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$3.8M -$70.9K -3,204 -2%
RJA
15
Raymond James & Associates
Florida
$3.75M -$90.4K -4,087 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.59M -$467K -21,094 -11%
FWM
17
ForthRight Wealth Management
Georgia
$3.29M -$253K -11,428 -7%
PAG
18
Private Advisor Group
New Jersey
$3.27M +$552K +24,922 +20%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.09M +$97.8K +4,418 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.88M +$231K +10,456 +8%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$2.65M +$27.5K +1,243 +1%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.46M +$368K +16,612 +17%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.45M -$208K -9,417 -8%
Stifel Financial
24
Stifel Financial
Missouri
$2.38M +$639K +28,880 +35%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.34M +$400K +18,087 +20%