First Trust Dow Jones Global Select Dividend Index Fund
FGD
98 hedge funds and large institutions have $170M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
7% more funds holding
Funds holding: 92 → 98 (+6)
5% more capital invested
Capital invested by funds: $162M → $170M (+$8.02M)
6% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 34
4.23% less ownership
Funds ownership: 42.43% → 38.2% (-4.2%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.87M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.83M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.71M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.43M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$17.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.55M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.52M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.46M |
| 5 |
Jane Street
New York
|
-$1.36M |
FGD Hedge Fund Activity: Q1 2021 in Review
98 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q1 2021, worth a combined $170M — up 4.9% from $162M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FGD positions and 8 closed out — a net gain of 8 holders — while 32 added to existing stakes and 34 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $1.87M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $17.8M sold.
- 98 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q1 2021, up from 92 in Q4 2020.
- Funds reported $170M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q1 2021, up 4.9% quarter-over-quarter.
- 16 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q1 2021 and 8 closed out, a net change of +8 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q1 2021 was Baird Financial Group, an estimated $1.87M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q1 2021 was Simplicity Solutions, an estimated $17.8M sold.
Based on aggregated 13F filings for Q1 2021.