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First Trust Dow Jones Global Select Dividend Index Fund
FGD

Overview Fund Activity

127 hedge funds and large institutions have $254M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 56 reducing their positions, and 13 closing their positions.

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
32
Reduced
56
Closed
13
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$2.28M
2
SW
2
SMART Wealth
Nebraska
$1.37M
3
WA
3
Waverly Advisors
Alabama
$690K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.24M
5
TCM
5
Triumph Capital Management
Colorado
$1.29M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.9M
2
Ameriprise
2
Ameriprise
Minnesota
$9.29M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
AWM
4
AE Wealth Management
Kansas
$18.6M
5
Wells Fargo
5
Wells Fargo
California
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.9M 83,528 -4,849 -5%
HIS
27
Harvest Investment Services
Illinois
$1.78M 78,008 -944 -1%
TPWM
28
Twelve Points Wealth Management
Massachusetts
$1.71M 75,117 +5,331 +8%
IWC
29
Integrated Wealth Concepts
Massachusetts
$1.59M 69,811 +7,545 +12%
Citadel Advisors
30
Citadel Advisors
Florida
$1.48M 65,064 -9,402 -13%
KAS
31
Kestra Advisory Services
Texas
$1.42M 62,552 +21,440 +52%
MCCP
32
Mission Creek Capital Partners
California
$1.37M 60,227 -733 -1%
SW
33
SMART Wealth
Nebraska
$1.37M 60,015 +60,015 New
ECA
34
Elevated Capital Advisors
Utah
$1.32M 57,947 +3,917 +7%
TCM
35
Triumph Capital Management
Colorado
$1.29M 57,254 +23,663 +70%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.29M 56,439 -718 -1%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.28M 56,311 -7,657 -12%
TWM
38
Trueblood Wealth Management
Ohio
$1.09M 47,816 -8,322 -15%
EH
39
Equitable Holdings
New York
$1.05M 45,965 +1,671 +4%
CIAS
40
Capital Investment Advisory Services
North Carolina
$1.05M 45,940 -1,125 -2%
SPC
41
Sigma Planning Corp
Michigan
$977K 42,889 +16,553 +63%
LMKC
42
L.M. Kohn & Company
Ohio
$964K 42,315 +8,607 +26%
WCM
43
WealthBridge Capital Management
Ohio
$785K 34,454 +5,517 +19%
CIA
44
Concurrent Investment Advisors
Florida
$750K 32,956 -1,136 -3%
Truist Financial
45
Truist Financial
North Carolina
$744K 32,693 -1,090 -3%
BWA
46
BlueChip Wealth Advisors
Georgia
$739K 32,443 – –
DI
47
DDFG Inc
California
$738K 32,429 -1,883 -5%
WA
48
Waverly Advisors
Alabama
$690K 30,307 +30,307 New
HighTower Advisors
49
HighTower Advisors
Illinois
$685K 30,095 -147 -0.5%
DADC
50
D.A. Davidson & Co
Montana
$627K 27,530 -225 -0.8%
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