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 $276M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $243M → $276M (+$32.2M)

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

1.89% more ownership

Funds ownership: 46.68%48.58% (+1.9%)

0% more funds holding

Funds holding: 127127 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
127
Holders Change
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
46
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$2.04M -$12.5K -533 -0.6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.78M -$108K -4,589 -6%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.69M +$440K +18,794 +37%
TWM
29
Trueblood Wealth Management
Ohio
$1.56M +$276K +11,792 +22%
EH
30
Equitable Holdings
New York
$1.52M +$263K +11,216 +22%
MCCP
31
Mission Creek Capital Partners
California
$1.46M -$1.66K -71 -0.1%
ECA
32
Elevated Capital Advisors
Utah
$1.4M +$47 +2 +0%
IWC
33
Integrated Wealth Concepts
Massachusetts
$1.4M -$32.9K -1,405 -2%
KAS
34
Kestra Advisory Services
Texas
$1.17M -$407K -17,348 -27%
LMKC
35
L.M. Kohn & Company
Ohio
$1.06M +$18.3K +781 +2%
TWM
36
TCFG Wealth Management
California
$1.05M +$1.01M +43,097 New
WCM
37
WealthBridge Capital Management
Ohio
$1.02M +$141K +6,003 +17%
SPC
38
Sigma Planning Corp
Michigan
$986K -$4.69K -200 -0.5%
CIAS
39
Capital Investment Advisory Services
North Carolina
$824K -$91.3K -3,895 -10%
CCA
40
Cottonwood Capital Advisors
Utah
$761K +$187K +7,993 +34%
CIA
41
Concurrent Investment Advisors
Florida
$743K -$53.3K -2,274 -7%
Truist Financial
42
Truist Financial
North Carolina
$736K -$167K -7,142 -19%
RJT
43
Raymond James Trust
Florida
$691K +$100K +4,275 +18%
Osaic Holdings
44
Osaic Holdings
Arizona
$685K +$103K +4,384 +18%
WA
45
Waverly Advisors
Alabama
$674K -$30.6K -1,306 -5%
DI
46
DDFG Inc
California
$670K -$68.9K -2,941 -10%
IP
47
Intellectus Partners
California
$666K +$641K +27,364 New
DADC
48
D.A. Davidson & Co
Montana
$666K -$867 -37 -0.1%
HighTower Advisors
49
HighTower Advisors
Illinois
$664K -$40.6K -1,733 -6%
TCM
50
Triumph Capital Management
Colorado
$642K -$18K -766 -3%

FGD Hedge Fund Activity: Q3 2024 in Review

127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q3 2024, worth a combined $276M — up 13% from $243M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FGD positions and 11 closed out — a net gain of 2 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.31M sold.

  • 127 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $276M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q3 2024, up 13% quarter-over-quarter.
  • 13 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q3 2024 and 11 closed out, a net change of +2 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q3 2024 was Ameriprise, an estimated $10.3M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q3 2024 was Susquehanna International Group, an estimated $4.31M sold.

Based on aggregated 13F filings for Q3 2024.