We are live on ! Find out more
FGD icon

First Trust Dow Jones Global Select Dividend Index Fund

92 hedge funds and large institutions have $162M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $149M → $162M (+$13.6M)

2% more funds holding

Funds holding: 9092 (+2)

0.5% less ownership

Funds ownership: 42.94%42.43% (-0.5%)

44% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 41

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
23
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
51
First Heartland Consultants
Missouri
$298K +$59K +2,903 +27%
AT
52
Arden Trust
Delaware
$293K -$16.6K -815 -6%
RSWM
53
Robertson Stephens Wealth Management
California
$276K
KA
54
Kovack Advisors
Florida
$272K +$914 +45 +0.4%
SWP
55
Stratos Wealth Partners
Ohio
$259K -$12.2K -600 -5%
M&T Bank
56
M&T Bank
New York
$256K
TA
57
TFG Advisers
Michigan
$254K -$32.7K -1,612 -12%
RFN
58
RDA Financial Network
Iowa
$232K -$7.58K -373 -3%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$220K -$49.5K -2,436 -20%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$219K
IA
61
IFP Advisors
Florida
$216K +$12.9K +635 +7%
MCM
62
Maple Capital Management
Vermont
$210K -$40.6K -2,000 -17%
QCIG
63
Quad-Cities Investment Group
Iowa
$208K -$26.6K -1,309 -12%
AIC
64
Archer Investment Corporation
Indiana
$190K
GWM
65
Geneos Wealth Management
Colorado
$181K -$2.88K -142 -2%
US Bancorp
66
US Bancorp
Minnesota
$170K +$53.5K +2,635 +52%
AF
67
Advisornet Financial
Minnesota
$157K -$8.81K -434 -6%
DWMG
68
DB Wealth Management Group
California
$148K +$137K +6,746 New
NFG
69
Next Financial Group
Texas
$142K +$8.63K +425 +7%
1IA
70
1834 Investment Advisors
Wisconsin
$115K
CFGS
71
Concourse Financial Group Securities
Alabama
$111K -$27K -1,331 -21%
GWMIA
72
Global Wealth Management Investment Advisory
Florida
$104K -$2.94K -145 -3%
Citigroup
73
Citigroup
New York
$82K
HI
74
Hudock Inc
Pennsylvania
$80K -$23.1K -1,138 -24%
AIP
75
Ameritas Investment Partners
Nebraska
$80K

FGD Hedge Fund Activity: Q4 2020 in Review

92 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q4 2020, worth a combined $162M — up 9.1% from $149M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FGD positions and 7 closed out — a net gain of 3 holders — while 23 added to existing stakes and 41 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $831K. The largest seller was Morgan Stanley, cutting an estimated $6.18M.

  • 92 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q4 2020, up from 90 in Q3 2020.
  • Funds reported $162M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q4 2020, up 9.1% quarter-over-quarter.
  • 10 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q4 2020 and 7 closed out, a net change of +3 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q4 2020 was Susquehanna International Group, an estimated $831K added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q4 2020 was Morgan Stanley, an estimated $6.18M sold.

Based on aggregated 13F filings for Q4 2020.