First Trust Dow Jones Global Select Dividend Index Fund
FGD
69 hedge funds and large institutions have $147M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 16 closing their positions.
192% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 12
17% more capital invested
Capital invested by funds: $126M → $147M (+$21.3M)
1.2% more ownership
Funds ownership: 37.58% → 38.78% (+1.2%)
10% less funds holding
Funds holding: 77 → 69 (-8)
44% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 16
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.12M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.09M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$3.08M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.39M |
| 5 |
Morgan Stanley
New York
|
+$2.07M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IH
76
IFC Holdings
Tampa,
Florida
| – | -$274K | -11,768 | Closed |
|
|
BF
77
BOK Financial
Tulsa,
Oklahoma
| – | -$266K | -11,433 | Closed |
|
|
OMC
78
Old Mission Capital
Chicago,
Illinois
| – | -$257K | -11,028 | Closed |
|
|
AA
79
Ancora Advisors
Cleveland,
Ohio
| – | -$84K | -3,601 | Closed |
|
|
NFG
80
Next Financial Group
Houston,
Texas
| – | -$35K | -1,500 | Closed |
|
81
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$12K | -501 | Closed |
|
|
FTUS
82
Flow Traders U.S.
New York
| – | -$9K | -400 | Closed |
|
|
SHJ
83
Sharkey, Howes & Javer
Denver,
Colorado
| – | -$21K | -266 | Closed |
|
|
BIG
84
Bellwether Investment Group
Chattanooga,
Tennessee
| – | -$4K | -155 | Closed |
|
FGD Hedge Fund Activity: Q1 2017 in Review
69 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q1 2017, worth a combined $147M — up 17% from $126M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of FGD and 9 opened new positions — a net loss of 7 holders — while 12 trimmed existing stakes and 35 added.
The largest buyer was Wells Fargo, adding an estimated $5.12M. The largest seller was Capital Guardian Trust, cutting an estimated $1.99M.
- 69 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q1 2017, down from 77 in Q4 2016.
- Funds reported $147M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q1 2017, up 17% quarter-over-quarter.
- 9 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q1 2017 and 16 closed out, a net change of -7 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q1 2017 was Wells Fargo, an estimated $5.12M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q1 2017 was Capital Guardian Trust, an estimated $1.99M sold.
Based on aggregated 13F filings for Q1 2017.