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First Trust Dow Jones Global Select Dividend Index Fund

92 hedge funds and large institutions have $162M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $149M → $162M (+$13.6M)

2% more funds holding

Funds holding: 9092 (+2)

0.5% less ownership

Funds ownership: 42.94%42.43% (-0.5%)

44% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 41

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
23
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.3K -$13.9K -684 -18%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$52K
WEC
78
Winslow Evans & Crocker
Massachusetts
$47K +$33.5K +1,650 +330%
MRC
79
Millburn Ridgefield Corp
New York
$46K -$1.73K -85 -4%
LAS
80
Lloyd Advisory Services
Georgia
$35K -$26.8K -1,318 -46%
SPIA
81
Steward Partners Investment Advisory
New York
$26K -$20.3K -1,000 -45%
HI
82
Hoey Investments
Pennsylvania
$26K +$23.8K +1,173 New
ASN
83
Advisory Services Network
Georgia
$21K
RA
84
Reby Advisors
Connecticut
$18K +$17K +838 New
HR
85
Howe & Rusling
New York
$13K -$650 -32 -5%
ACA
86
Aptus Capital Advisors
Alabama
$13K
APWM
87
Atlas Private Wealth Management
New York
$9K
SWM
88
Sugarloaf Wealth Management
Georgia
$7K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$7K +$20 +1 +0.3%
FP
90
Financial Perspectives
Minnesota
$4.93K
SFS
91
Sowell Financial Services
Arkansas
$2K
CCA
92
Column Capital Advisors
Indiana
$1K -$2.03K -100 -77%
GI
93
Gradient Investments
Minnesota
$1K
CWM
94
Centric Wealth Management
Illinois
-$1.43M -64,075 Closed
SI
95
Stephens Inc
Arkansas
-$198K -11,102 Closed
PAG
96
Private Advisor Group
New Jersey
-$197K -11,066 Closed
NNP
97
Nachman Norwood & Parrott
South Carolina
-$22K -1,223 Closed
SFPG
98
Stonebridge Financial Planning Group
Florida
-$22K -1,200 Closed
FHA
99
First Horizon Advisors
Tennessee
-$3K -203 Closed

FGD Hedge Fund Activity: Q4 2020 in Review

92 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q4 2020, worth a combined $162M — up 9.1% from $149M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FGD positions and 7 closed out — a net gain of 3 holders — while 23 added to existing stakes and 41 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $831K. The largest seller was Morgan Stanley, cutting an estimated $6.18M.

  • 92 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q4 2020, up from 90 in Q3 2020.
  • Funds reported $162M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q4 2020, up 9.1% quarter-over-quarter.
  • 10 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q4 2020 and 7 closed out, a net change of +3 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q4 2020 was Susquehanna International Group, an estimated $831K added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q4 2020 was Morgan Stanley, an estimated $6.18M sold.

Based on aggregated 13F filings for Q4 2020.