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First Trust Dow Jones Global Select Dividend Index Fund

137 hedge funds and large institutions have $273M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

8% more funds holding

Funds holding: 127137 (+10)

3.49% more ownership

Funds ownership: 48.58%52.07% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $276M → $273M (-$2.3M)

Holders
137
Holders Change
+10
Holders Change %
+7.87%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
46
Reduced
38
Closed
12
Calls
$85K
Puts
Net Calls
+$85K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
26
Harvest Investment Services
Illinois
$1.9M +$20.7K +885 +1%
Stifel Financial
27
Stifel Financial
Missouri
$1.83M -$38.8K -1,656 -2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.83M +$212K +9,042 +12%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.63M -$533K -22,722 -24%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.59M +$1.67M +71,286 New
TWM
31
Trueblood Wealth Management
Ohio
$1.44M +$10.1K +429 +0.7%
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.42M +$149K +6,370 +11%
MCCP
33
Mission Creek Capital Partners
California
$1.35M +$15.8K +676 +1%
EH
34
Equitable Holdings
New York
$1.34M -$43K -1,835 -3%
ECA
35
Elevated Capital Advisors
Utah
$1.28M -$3.68K -157 -0.3%
KAS
36
Kestra Advisory Services
Texas
$1.24M +$180K +7,668 +16%
WCM
37
WealthBridge Capital Management
Ohio
$1.05M +$128K +5,459 +13%
LMKC
38
L.M. Kohn & Company
Ohio
$1.01M +$49K +2,089 +5%
TWM
39
TCFG Wealth Management
California
$958K -$773 -33 -0.1%
SPC
40
Sigma Planning Corp
Michigan
$895K -$5.27K -225 -0.6%
CCA
41
Cottonwood Capital Advisors
Utah
$740K +$47.7K +2,037 +7%
CIA
42
Concurrent Investment Advisors
Florida
$677K -$1.5K -64 -0.2%
Osaic Holdings
43
Osaic Holdings
Arizona
$671K +$47.6K +2,030 +7%
Truist Financial
44
Truist Financial
North Carolina
$658K -$14.3K -611 -2%
WA
45
Waverly Advisors
Alabama
$629K +$13.9K +595 +2%
DADC
46
D.A. Davidson & Co
Montana
$620K +$12.2K +521 +2%
HighTower Advisors
47
HighTower Advisors
Illinois
$607K +$727 +31 +0.1%
CIAS
48
Capital Investment Advisory Services
North Carolina
$594K -$168K -7,160 -21%
TCM
49
Triumph Capital Management
Colorado
$586K -$234 -10 -0%
DI
50
DDFG Inc
California
$551K -$64.3K -2,745 -10%

FGD Hedge Fund Activity: Q4 2024 in Review

137 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q4 2024, worth a combined $273M — down 0.83% from $276M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FGD positions and 12 closed out — a net gain of 15 holders — while 46 added to existing stakes and 38 trimmed.

The largest buyer was Wells Fargo, adding an estimated $11.9M. The largest seller was Ameriprise, cutting an estimated $10.4M.

  • 137 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q4 2024, up from 127 in Q3 2024.
  • Funds reported $273M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q4 2024, down 0.83% quarter-over-quarter.
  • 27 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q4 2024 and 12 closed out, a net change of +15 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q4 2024 was Wells Fargo, an estimated $11.9M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q4 2024 was Ameriprise, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2024.