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First Trust Dow Jones Global Select Dividend Index Fund

124 hedge funds and large institutions have $303M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

37% more capital invested

Capital invested by funds: $221M → $303M (+$82.2M)

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

10% more funds holding

Funds holding: 113124 (+11)

5.35% more ownership

Funds ownership: 42.54%47.89% (+5.3%)

Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
43
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$604K +$609K +23,813 New
Cerity Partners
52
Cerity Partners
New York
$568K +$5.47K +214 +1%
KA
53
Kovack Advisors
Florida
$566K +$307 +12 +0.1%
PWA
54
PCG Wealth Advisors
Kansas
$552K +$556K +21,768 New
OIA
55
OneDigital Investment Advisors
Kansas
$525K -$141K -5,520 -21%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$515K
IA
57
IFP Advisors
Florida
$500K +$199K +7,787 +66%
KIG
58
Kowal Investment Group
Wisconsin
$494K +$1.92K +75 +0.4%
DADC
59
D.A. Davidson & Co
Montana
$446K +$17.4K +680 +4%
SFG
60
StrategIQ Financial Group
Indiana
$397K +$1.25K +49 +0.3%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$390K +$49.7K +1,944 +14%
DWP
62
Destiny Wealth Partners
Florida
$368K
SAM
63
SignalPoint Asset Management
Missouri
$365K -$5.85K -229 -2%
RJT
64
Raymond James Trust
Florida
$329K +$24.9K +973 +8%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$317K +$320K +12,517 New
1IA
66
1834 Investment Advisors
Wisconsin
$295K
LAM
67
LifePro Asset Management
California
$294K -$3.83K -150 -1%
TA
68
TFG Advisers
Michigan
$290K +$895 +35 +0.3%
Mariner
69
Mariner
Kansas
$281K -$158K -6,196 -36%
RFN
70
RDA Financial Network
Iowa
$271K -$690 -27 -0.3%
FAN
71
Financial Advisors Network
California
$259K -$187K -7,300 -42%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$253K
AAS
73
Ameritas Advisory Services
Nebraska
$244K +$246K +9,613 New
PPW
74
Pinnacle Private Wealth
Massachusetts
$229K +$231K +9,046 New
SB
75
Sunflower Bank
Texas
$218K -$9.59K -375 -4%

FGD Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q1 2022, worth a combined $303M — up 37% from $221M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FGD positions and 8 closed out — a net gain of 13 holders — while 43 added to existing stakes and 34 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $39.4M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.19M.

  • 124 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q1 2022, up from 113 in Q4 2021.
  • Funds reported $303M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q1 2022, up 37% quarter-over-quarter.
  • 21 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q1 2022 and 8 closed out, a net change of +13 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q1 2022 was First Trust Advisors, an estimated $39.4M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $3.19M sold.

Based on aggregated 13F filings for Q1 2022.