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First Trust Dow Jones Global Select Dividend Index Fund
FGD
FGD
83 hedge funds and large institutions have $251M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
0.8% more ownership
Funds ownership: 50.62% → 51.42% (+0.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $254M → $251M (-$2.66M)
8% less funds holding
Funds holding: 90 → 83 (-7)
17% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 35
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Holders
83
Holders Change
-7
Holders Change %
-7.78%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
3
Increased
29
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$4.26M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.23M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.09M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$1.27M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.01M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$3.37M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.72M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.52M |
| 4 |
KFA
Kabarec Financial Advisors
Palatine,
Illinois
|
-$903K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$873K |
