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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
BWA
51
BlueChip Wealth Advisors
Georgia
$575K
Comerica Bank
52
Comerica Bank
Texas
$545K +$1.69K +72 +0.3%
AWA
53
Authentikos Wealth Advisory
California
$529K +$509K +21,723 New
BOSSRA
54
B.O.S.S. Retirement Advisors
Utah
$474K +$456K +19,468 New
RW
55
Rockport Wealth
Ohio
$462K
ACM
56
Advisors Capital Management
New Jersey
$456K
TWP
57
Triad Wealth Partners
Kansas
$434K +$124K +5,295 +42%
FIA
58
Foundations Investment Advisors
Arizona
$422K +$24.9K +1,061 +7%
WWM
59
Western Wealth Management
Colorado
$406K +$2.58K +110 +0.7%
SW
60
Simplicity Wealth
New Jersey
$390K +$101K +4,316 +37%
SWP
61
Stratos Wealth Partners
Ohio
$339K +$4.08K +174 +1%
SAM
62
SignalPoint Asset Management
Missouri
$337K
KIG
63
Kowal Investment Group
Wisconsin
$335K +$3.66K +156 +1%
NS
64
NBC Securities
Alabama
$327K -$229K -9,785 -42%
GWSG
65
GPS Wealth Strategies Group
Colorado
$322K +$9.63K +411 +3%
HI
66
Harbour Investments
Wisconsin
$315K +$4.24K +181 +1%
BEI
67
Benjamin Edwards Inc
Missouri
$311K +$299K +12,765 New
SI
68
Stephens Inc
Arkansas
$304K
RGF
69
Retirement Guys Formula
Ohio
$304K -$15K -638 -5%
FAIM
70
Financial Advocates Investment Management
Washington
$298K -$2.37K -101 -0.8%
CAG
71
Csenge Advisory Group
Florida
$298K -$3.56K -152 -1%
PAG
72
Private Advisor Group
New Jersey
$297K +$286K +12,207 New
MSFS
73
Main Street Financial Solutions
Pennsylvania
$293K -$4.27K -182 -1%
WFAG
74
Worth Financial Advisory Group
North Carolina
$280K +$29.6K +1,265 +12%
SCA
75
Snowden Capital Advisors
New York
$280K -$82.3K -3,512 -23%

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.