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First Trust Dow Jones Global Select Dividend Index Fund

127 hedge funds and large institutions have $254M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 129127 (-2)

12.67% less ownership

Funds ownership: 58.69%46.03% (-13%)

33% less capital invested

Capital invested by funds: $379M → $254M (-$125M)

43% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 56

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
32
Reduced
56
Closed
13
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$31.3M -$5.37M -242,300 -15%
LPL Financial
2
LPL Financial
California
$29.1M -$342K -15,446 -1%
Morgan Stanley
3
Morgan Stanley
New York
$21.9M -$37.1M -1,675,058 -64%
AWM
4
AE Wealth Management
Kansas
$18.6M -$8.06M -363,965 -31%
FMLI
5
Fukoku Mutual Life Insurance
Japan
$14.4M
UBS Group
6
UBS Group
Switzerland
$13M -$4.26M -192,476 -25%
Bank of America
7
Bank of America
North Carolina
$10.6M +$171K +7,725 +2%
Ameriprise
8
Ameriprise
Minnesota
$9.29M -$34.4M -1,551,279 -79%
PNC
9
Park National Corp
Ohio
$7.81M -$51.7K -2,335 -0.7%
Jane Street
10
Jane Street
New York
$7.2M -$576K -26,022 -8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.54M -$452K -20,396 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.04M +$135K +6,092 +3%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$4.34M +$200K +9,046 +5%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$4M -$873K -39,418 -18%
FWM
15
ForthRight Wealth Management
Georgia
$3.27M -$129K -5,835 -4%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$3.24M -$26K -1,174 -0.8%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.24M +$596K +26,918 +23%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$2.52M -$11K -498 -0.4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.47M -$18.3K -827 -0.8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.47M +$348K +15,722 +17%
SPIA
21
Steward Partners Investment Advisory
New York
$2.4M +$229K +10,354 +11%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.28M +$2.22M +100,210 New
RJA
23
Raymond James & Associates
Florida
$2.13M -$1.6M -72,052 -43%
CAN
24
Cetera Advisor Networks
California
$2.03M +$27.5K +1,243 +1%
Stifel Financial
25
Stifel Financial
Missouri
$1.98M -$72.6K -3,275 -4%