We are live on ! Find out more
FGD icon

First Trust Dow Jones Global Select Dividend Index Fund

127 hedge funds and large institutions have $243M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

0.66% more ownership

Funds ownership: 46.03%46.68% (+0.66%)

0% more funds holding

Funds holding: 127127 (0)

4% less capital invested

Capital invested by funds: $254M → $243M (-$10.7M)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
127
Holders Change
Holders Change %
0%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
35
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
26
Twelve Points Wealth Management
Massachusetts
$1.84M +$170K +7,443 +10%
HIS
27
Harvest Investment Services
Illinois
$1.77M +$31.2K +1,361 +2%
SW
28
SMART Wealth
Nebraska
$1.73M +$404K +17,641 +29%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.73M -$134K -5,874 -7%
KAS
30
Kestra Advisory Services
Texas
$1.46M +$64.6K +2,821 +5%
MCCP
31
Mission Creek Capital Partners
California
$1.34M -$3.21K -140 -0.2%
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.32M -$249K -10,894 -16%
ECA
33
Elevated Capital Advisors
Utah
$1.29M -$8.56K -374 -0.6%
TWM
34
Trueblood Wealth Management
Ohio
$1.17M +$106K +4,624 +10%
EH
35
Equitable Holdings
New York
$1.14M +$117K +5,096 +11%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$1.13M -$132K -5,765 -10%
LMKC
37
L.M. Kohn & Company
Ohio
$953K +$8.7K +380 +0.9%
SPC
38
Sigma Planning Corp
Michigan
$909K -$50.5K -2,204 -5%
CIAS
39
Capital Investment Advisory Services
North Carolina
$843K -$188K -8,190 -18%
Truist Financial
40
Truist Financial
North Carolina
$834K +$107K +4,657 +14%
WCM
41
WealthBridge Capital Management
Ohio
$800K +$31.3K +1,369 +4%
CIA
42
Concurrent Investment Advisors
Florida
$732K -$3.73K -163 -0.5%
DI
43
DDFG Inc
California
$680K -$45.5K -1,986 -6%
WA
44
Waverly Advisors
Alabama
$647K -$30.4K -1,329 -4%
HighTower Advisors
45
HighTower Advisors
Illinois
$647K -$25.1K -1,095 -4%
DADC
46
D.A. Davidson & Co
Montana
$611K -$3.46K -151 -0.5%
TCM
47
Triumph Capital Management
Colorado
$606K -$690K -30,133 -53%
RJT
48
Raymond James Trust
Florida
$538K
Osaic Holdings
49
Osaic Holdings
Arizona
$530K -$748K -32,687 -58%
BWA
50
BlueChip Wealth Advisors
Georgia
$527K -$202K -8,823 -27%

FGD Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q2 2024, worth a combined $243M — down 4.2% from $254M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FGD positions and 13 closed out — a net gain of 2 holders — while 35 added to existing stakes and 50 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.16M. The largest seller was Jane Street, cutting an estimated $4.23M.

  • 127 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $243M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q2 2024, down 4.2% quarter-over-quarter.
  • 15 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q2 2024 and 13 closed out, a net change of +2 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q2 2024 was Susquehanna International Group, an estimated $1.16M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q2 2024 was Jane Street, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2024.