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First Trust Dow Jones Global Select Dividend Index Fund
FGD

74 hedge funds and large institutions have $197M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

5% more capital invested

Capital invested by funds: $187M → $197M (+$9.6M)

0% more funds holding

Funds holding: 74 → 74 (0)

1.74% less ownership

Funds ownership: 43.39% → 41.65% (-1.7%)

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
28
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$9.7M
2
Bank of America
Bank of America
North Carolina
+$3.41M
3
Wells Fargo
Wells Fargo
California
+$2.27M
4
RJA
Raymond James & Associates
Florida
+$823K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$777K

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$10M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.05M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.25M
4
Ameriprise
Ameriprise
Minnesota
-$1.04M
5
Jane Street
Jane Street
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$898K +$77.6K +3,047 +10%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$877K -$51.4K -2,018 -6%
AT
28
Arden Trust
Delaware
$867K -$33.7K -1,322 -4%
Ameriprise
29
Ameriprise
Minnesota
$859K -$1.04M -40,942 -55%
GI
30
Gradient Investments
Minnesota
$855K +$235K +9,235 +39%
MC
31
Moors & Cabot
Massachusetts
$765K +$751K +29,512 New
PAG
32
Private Advisor Group
New Jersey
$702K -$12.7K -497 -2%
SFG
33
StrategIQ Financial Group
Indiana
$630K -$9.6K -377 -2%
Citadel Advisors
34
Citadel Advisors
Florida
$608K -$2.05M -80,498 -77%
MRC
35
Millburn Ridgefield Corp
New York
$603K -$105K -4,125 -15%
SWP
36
Stratos Wealth Partners
Ohio
$508K -$21.9K -860 -4%
PFS
37
Prospera Financial Services
Texas
$507K +$153 +6 +0%
HR
38
Howe & Rusling
New York
$496K +$27K +1,060 +6%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$491K -$198K -7,788 -29%
MCM
40
Maple Capital Management
Vermont
$441K +$181K +7,100 +71%
JP Morgan Chase
41
JP Morgan Chase
New York
$368K +$9.83K +386 +3%
BTS
42
BB&T Securities
Virginia
$358K +$46.4K +1,821 +15%
DADC
43
D.A. Davidson & Co
Montana
$339K – – –
SIC
44
Shoker Investment Counsel
Ohio
$338K -$56.5K -2,219 -14%
RWM
45
Rench Wealth Management
Texas
$337K +$95.8K +3,762 +40%
M&T Bank
46
M&T Bank
New York
$301K -$178K -7,000 -37%
IH
47
IFC Holdings
Florida
$300K +$1.45K +57 +0.5%
CS
48
Comerica Securities
Michigan
$297K – – –
RW
49
Rand Wealth
Maryland
$283K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$270K +$267K +10,474 New
1
2
3 4

FGD Hedge Fund Activity: Q3 2017 in Review

74 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q3 2017, worth a combined $197M — up 5.1% from $187M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FGD positions and 6 closed out — a net gain of 1 holder — while 28 added to existing stakes and 25 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $9.7M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $10M sold.

  • 74 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $197M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 7 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q3 2017 and 6 closed out, a net change of +1 holder.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q3 2017 was AE Wealth Management, an estimated $9.7M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q3 2017 was Simplicity Solutions, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2017.