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First Trust Dow Jones Global Select Dividend Index Fund

122 hedge funds and large institutions have $350M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

1.08% less ownership

Funds ownership: 56.48%55.4% (-1.1%)

5% less funds holding

Funds holding: 128122 (-6)

8% less capital invested

Capital invested by funds: $382M → $350M (-$31.5M)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
122
Holders Change
-6
Holders Change %
-4.69%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
45
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$43.2M +$464K +21,559 +1%
First Trust Advisors
2
First Trust Advisors
Illinois
$40M -$22.1M -1,025,729 -35%
Morgan Stanley
3
Morgan Stanley
New York
$36.5M +$4.56M +211,916 +14%
Ameriprise
4
Ameriprise
Minnesota
$31.8M +$2.69M +124,969 +9%
LPL Financial
5
LPL Financial
California
$28.1M -$2.32M -107,732 -7%
AWM
6
AE Wealth Management
Kansas
$23.9M +$404K +18,789 +2%
UBS Group
7
UBS Group
Switzerland
$16.8M -$5.08M -236,166 -22%
FMLI
8
Fukoku Mutual Life Insurance
Japan
$13M
Bank of America
9
Bank of America
North Carolina
$9.19M -$1.8M -83,747 -16%
Jane Street
10
Jane Street
New York
$8.12M -$2.35M -109,085 -22%
PNC
11
Park National Corp
Ohio
$6.82M +$1.18M +54,768 +20%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.68M -$721K -33,510 -11%
HWP
13
Hibernia Wealth Partners
Louisiana
$4.25M +$4.44M +206,203 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$4.11M +$4.09M +189,923 +1,967%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$4M +$35.9K +1,670 +0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.61M +$164K +7,622 +5%
RJA
17
Raymond James & Associates
Florida
$3.56M -$43.4K -2,017 -1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.39M -$271K -12,597 -7%
FWM
19
ForthRight Wealth Management
Georgia
$3.05M -$120K -5,580 -4%
PAG
20
Private Advisor Group
New Jersey
$3.05M -$103K -4,768 -3%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.88M +$542K +25,198 +22%
USCWA
22
U.S. Capital Wealth Advisors
Texas
$2.87M +$340K +15,791 +13%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.86M -$119K -5,507 -4%
Stifel Financial
24
Stifel Financial
Missouri
$2.54M +$260K +12,060 +11%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.41M -$378K -17,561 -13%