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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
Q1WB
51
Quest 10 Wealth Builders
Virginia
$511K +$538K +22,969 New
IP
52
Intellectus Partners
California
$498K -$116K -4,957 -18%
RW
53
Rockport Wealth
Ohio
$457K
AWA
54
Authentikos Wealth Advisory
California
$453K -$31.9K -1,361 -6%
Comerica Bank
55
Comerica Bank
Texas
$441K -$60K -2,560 -11%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$431K +$202K +8,639 +80%
ACM
57
Advisors Capital Management
New Jersey
$417K
FIA
58
Foundations Investment Advisors
Arizona
$375K -$10.3K -441 -3%
WWM
59
Western Wealth Management
Colorado
$372K +$844 +36 +0.2%
LI
60
LifeWealth Investments
Florida
$348K +$367K +15,653 New
OP
61
ORG Partners
Indiana
$344K +$363K +15,481 New
GWSG
62
GPS Wealth Strategies Group
Colorado
$336K +$43.9K +1,873 +14%
SWP
63
Stratos Wealth Partners
Ohio
$314K +$4.41K +188 +1%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$313K +$330K +14,060 New
Mariner
65
Mariner
Kansas
$311K +$103K +4,415 +46%
HF
66
HRT Financial
New York
$306K +$323K +13,799 New
SAM
67
SignalPoint Asset Management
Missouri
$305K
BWA
68
BlueChip Wealth Advisors
Georgia
$303K -$234K -9,986 -42%
HI
69
Harbour Investments
Wisconsin
$298K +$11.7K +500 +4%
BEI
70
Benjamin Edwards Inc
Missouri
$298K +$15K +639 +5%
CL
71
Choreo LLC
Illinois
$294K +$309K +13,186 New
RGF
72
Retirement Guys Formula
Ohio
$280K +$3.4K +145 +1%
TWP
73
Triad Wealth Partners
Kansas
$280K -$123K -5,239 -29%
FAIM
74
Financial Advocates Investment Management
Washington
$271K -$633 -27 -0.2%
MSFS
75
Main Street Financial Solutions
Pennsylvania
$269K +$1.41K +60 +0.5%

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.