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First Trust Dow Jones Global Select Dividend Index Fund

92 hedge funds and large institutions have $162M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $149M → $162M (+$13.6M)

2% more funds holding

Funds holding: 9092 (+2)

0.5% less ownership

Funds ownership: 42.94%42.43% (-0.5%)

44% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 41

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
23
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1M +$237K +11,672 +34%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$987K -$63.2K -3,113 -6%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$897K +$831K +40,909 New
MCCP
29
Mission Creek Capital Partners
California
$846K +$40.9K +2,015 +6%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$793K -$161K -7,931 -18%
KPWS
31
Kestra Private Wealth Services
Texas
$749K -$144K -7,104 -17%
Stifel Financial
32
Stifel Financial
Missouri
$728K -$133K -6,553 -16%
KAS
33
Kestra Advisory Services
Texas
$717K +$71.2K +3,507 +12%
PFS
34
Prospera Financial Services
Texas
$717K +$653K +32,169 +5,849%
SIG
35
Sargent Investment Group
Maryland
$691K -$310K -15,269 -33%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$673K
PWM
37
PRW Wealth Management
Massachusetts
$619K +$122K +6,000 +27%
CAN
38
Cetera Advisor Networks
California
$541K +$165K +8,105 +49%
MSFS
39
Main Street Financial Solutions
Pennsylvania
$524K +$486K +23,919 New
BJ
40
Brouwer & Janachowski
California
$472K
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$465K +$1.75K +86 +0.4%
KIG
42
Kowal Investment Group
Wisconsin
$442K +$384K +18,916 New
CA
43
Cetera Advisors
Colorado
$439K -$60.7K -2,990 -13%
SAM
44
SignalPoint Asset Management
Missouri
$425K
SG
45
StoneX Group
New York
$423K +$32.4K +1,596 +9%
SB
46
Sunflower Bank
Texas
$389K +$361K +17,760 New
DADC
47
D.A. Davidson & Co
Montana
$380K
RJT
48
Raymond James Trust
Florida
$333K -$30.5K -1,500 -9%
SFG
49
StrategIQ Financial Group
Indiana
$320K +$4.65K +229 +2%
DWP
50
Destiny Wealth Partners
Florida
$318K +$295K +14,530 New

FGD Hedge Fund Activity: Q4 2020 in Review

92 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q4 2020, worth a combined $162M — up 9.1% from $149M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FGD positions and 7 closed out — a net gain of 3 holders — while 23 added to existing stakes and 41 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $831K. The largest seller was Morgan Stanley, cutting an estimated $6.18M.

  • 92 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q4 2020, up from 90 in Q3 2020.
  • Funds reported $162M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q4 2020, up 9.1% quarter-over-quarter.
  • 10 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q4 2020 and 7 closed out, a net change of +3 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q4 2020 was Susquehanna International Group, an estimated $831K added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q4 2020 was Morgan Stanley, an estimated $6.18M sold.

Based on aggregated 13F filings for Q4 2020.