First Trust Dow Jones Global Select Dividend Index Fund
FGD
90 hedge funds and large institutions have $149M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 46 reducing their positions, and 7 closing their positions.
0% more funds holding
Funds holding: 90 → 90 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
1.06% less ownership
Funds ownership: 44% → 42.94% (-1.1%)
11% less capital invested
Capital invested by funds: $167M → $149M (-$18.1M)
52% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 46
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.41M |
| 2 |
LPL Financial
San Diego,
California
|
+$826K |
| 3 |
MWPCG
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
+$486K |
| 4 |
Jane Street
New York
|
+$460K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$216K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.82M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.18M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$2.37M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.23M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.15M |
FGD Hedge Fund Activity: Q3 2020 in Review
90 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q3 2020, worth a combined $149M — down 11% from $167M a quarter earlier.
Fund positioning in FGD was balanced in Q3 2020: 7 funds opened new positions, 7 closed out, 22 added to existing stakes and 46 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.41M. The largest seller was Morgan Stanley, cutting an estimated $4.82M.
- 90 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $149M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q3 2020, down 11% quarter-over-quarter.
- 7 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q3 2020 and 7 closed out, a net change of 0 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q3 2020 was Royal Bank of Canada, an estimated $2.41M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q3 2020 was Morgan Stanley, an estimated $4.82M sold.
Based on aggregated 13F filings for Q3 2020.