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First Trust Dow Jones Global Select Dividend Index Fund

124 hedge funds and large institutions have $303M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

37% more capital invested

Capital invested by funds: $221M → $303M (+$82.2M)

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

10% more funds holding

Funds holding: 113124 (+11)

5.35% more ownership

Funds ownership: 42.54%47.89% (+5.3%)

Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
43
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$1.99M -$750K -29,355 -27%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.71M -$42.2K -1,650 -2%
CIAS
28
Capital Investment Advisory Services
North Carolina
$1.7M -$66.6K -2,605 -4%
HIS
29
Harvest Investment Services
Illinois
$1.58M -$31.7K -1,240 -2%
MCCP
30
Mission Creek Capital Partners
California
$1.4M +$57.8K +2,260 +4%
KAS
31
Kestra Advisory Services
Texas
$1.29M -$1.53K -60 -0.1%
Truist Financial
32
Truist Financial
North Carolina
$1.21M -$139K -5,450 -10%
CAN
33
Cetera Advisor Networks
California
$1.15M -$218K -8,528 -16%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.14M -$2.21M -86,415 -66%
SWP
35
ShoreHaven Wealth Partners
New Jersey
$1.1M -$571K -22,337 -34%
PFS
36
Prospera Financial Services
Texas
$1M -$17.5K -683 -2%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$938K +$116K +4,546 +14%
HighTower Advisors
38
HighTower Advisors
Illinois
$933K +$942K +36,860 New
LMKC
39
L.M. Kohn & Company
Ohio
$858K +$865K +33,842 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$808K +$429K +16,776 +111%
MWPCG
41
Measured Wealth Private Client Group
New Hampshire
$799K -$532K -20,822 -40%
MSFS
42
Main Street Financial Solutions
Pennsylvania
$785K -$30K -1,174 -4%
TPWM
43
Twelve Points Wealth Management
Massachusetts
$774K +$298K +11,645 +62%
KPWS
44
Kestra Private Wealth Services
Texas
$773K +$19.5K +764 +3%
HR
45
Howe & Rusling
New York
$746K +$109K +4,263 +17%
VCM
46
Virtue Capital Management
Tennessee
$700K +$10.2K +400 +1%
Jane Street
47
Jane Street
New York
$695K +$701K +27,413 New
OMC
48
Old Mission Capital
Illinois
$681K +$430K +16,840 +168%
ACM
49
Advisors Capital Management
New Jersey
$663K -$139K -5,438 -17%
RGF
50
Retirement Guys Formula
Ohio
$630K -$106K -4,138 -14%

FGD Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q1 2022, worth a combined $303M — up 37% from $221M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FGD positions and 8 closed out — a net gain of 13 holders — while 43 added to existing stakes and 34 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $39.4M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.19M.

  • 124 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q1 2022, up from 113 in Q4 2021.
  • Funds reported $303M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q1 2022, up 37% quarter-over-quarter.
  • 21 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q1 2022 and 8 closed out, a net change of +13 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q1 2022 was First Trust Advisors, an estimated $39.4M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $3.19M sold.

Based on aggregated 13F filings for Q1 2022.