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First Trust Dow Jones Global Select Dividend Index Fund
FGD
FGD
78 hedge funds and large institutions have $217M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
8% more funds holding
Funds holding: 72 → 78 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.8% less ownership
Funds ownership: 42.29% → 40.48% (-1.8%)
10% less capital invested
Capital invested by funds: $242M → $217M (-$24.7M)
42% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 33
Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
19
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Comerica Bank
Dallas,
Texas
|
+$3.54M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.7M |
| 3 |
Goldman Sachs
New York
|
+$2.08M |
| 4 |
B
Baird
Milwaukee,
Wisconsin
|
+$1.03M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$826K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$15M |
| 2 |
Jane Street
New York
|
-$2.57M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.73M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.33M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SNT
76
Security National Trust
Wheeling,
West Virginia
| $6K | – | – | – |
|
|
BRWA
77
B. Riley Wealth Advisors
Boca Raton,
Florida
| $2 | +$2.44K | +93 | New |
|
|
VKH
78
Virtu KCG Holdings
New York
| – | -$1.2M | -45,112 | Closed |
|
|
CS
79
Credit Suisse
Zurich,
Switzerland
| – | -$550K | -20,659 | Closed |
|
80
CIBC World Market
Toronto,
Ontario, Canada
| – | -$477K | -17,944 | Closed |
|
|
VFS
81
VSR Financial Services
Overland Park,
Kansas
| – | -$274K | -10,284 | Closed |
|
82
JP Morgan Chase
New York
| – | -$249K | -9,343 | Closed |
|
83
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$29K | -1,085 | Closed |
|
|
PMFA
84
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$17K | -635 | Closed |
|
|
KIG
85
Kessler Investment Group
Columbus,
Indiana
| – | -$5K | -190 | Closed |
|
86
Parallax Volatility Advisers
San Francisco,
California
| – | +$26 | +1 | New |
|