First Trust Dow Jones Global Select Dividend Index Fund
FGD
77 hedge funds and large institutions have $140M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 39 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.45% less ownership
Funds ownership: 42.84% → 40.4% (-2.4%)
3% less funds holding
Funds holding: 79 → 77 (-2)
11% less capital invested
Capital invested by funds: $156M → $140M (-$16.6M)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
56% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 39
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$5.34M |
| 2 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$3.21M |
| 3 |
Jane Street
New York
|
-$2.6M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.37M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
76
Next Financial Group
Houston,
Texas
| $4K | – | – | – |
|
|
AB
77
Atlas Brown
Louisville,
Kentucky
| – | -$1.7M | -83,202 | Closed |
|
|
CCS
78
Crosspoint Capital Strategies
Orinda,
California
| – | -$822K | -32,383 | Closed |
|
79
CIBC World Market
Toronto,
Ontario, Canada
| – | -$456K | -20,960 | Closed |
|
|
TSS
80
Two Sigma Securities
New York
| – | -$228K | -10,490 | Closed |
|
81
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$21K | -976 | Closed |
|
|
UFA
82
US Financial Advisors
Braintree,
Massachusetts
| – | -$13K | -595 | Closed |
|
|
TFA
83
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$5K | -200 | Closed |
|
FGD Hedge Fund Activity: Q1 2016 in Review
77 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q1 2016, worth a combined $140M — down 11% from $156M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FGD and 6 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 17 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.27M. The largest seller was Morgan Stanley, cutting an estimated $5.34M.
- 77 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q1 2016, down from 79 in Q4 2015.
- Funds reported $140M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q1 2016, down 11% quarter-over-quarter.
- 6 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q1 2016 and 7 closed out, a net change of -1 holder.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q1 2016 was Susquehanna International Group, an estimated $1.27M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q1 2016 was Morgan Stanley, an estimated $5.34M sold.
Based on aggregated 13F filings for Q1 2016.