We are live on ! Find out more
FGD icon

First Trust Dow Jones Global Select Dividend Index Fund

113 hedge funds and large institutions have $221M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

7% more funds holding

Funds holding: 106113 (+7)

5% more capital invested

Capital invested by funds: $210M → $221M (+$11.5M)

1.52% more ownership

Funds ownership: 41.02%42.54% (+1.5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
113
Holders Change
+7
Holders Change %
+6.6%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
40
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
76
Snowden Capital Advisors
New York
$183K +$185K +7,303 New
GWM
77
Geneos Wealth Management
Colorado
$180K
HI
78
Harbour Investments
Wisconsin
$137K -$202K -7,969 -59%
US Bancorp
79
US Bancorp
Minnesota
$128K
AF
80
Advisornet Financial
Minnesota
$103K +$1.45K +57 +1%
AIP
81
Ameritas Investment Partners
Nebraska
$85K
SPIA
82
Steward Partners Investment Advisory
New York
$79K
CG
83
Cutler Group
California
$76K +$52.2K +2,060 +206%
HI
84
Hudock Inc
Pennsylvania
$74K
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$71K
CFGS
86
Concourse Financial Group Securities
Alabama
$69K -$47.6K -1,878 -41%
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.8K
PB
88
Pinnacle Bancorp
Nebraska
$55K
GWMIA
89
Global Wealth Management Investment Advisory
Florida
$52K -$44.7K -1,762 -46%
BEI
90
Benjamin Edwards Inc
Missouri
$38K
SWM
91
Spire Wealth Management
Virginia
$36K -$41.7K -1,645 -54%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$34K +$76 +3 +0.2%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$33K +$33.5K +1,321 New
HI
94
Hoey Investments
Pennsylvania
$29K
LAS
95
Lloyd Advisory Services
Georgia
$27K +$279 +11 +1%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$22K
Citigroup
97
Citigroup
New York
$18K
TAM
98
Tucker Asset Management
Colorado
$16.1K +$761 +30 +5%
ACA
99
Aptus Capital Advisors
Alabama
$15K
FHA
100
First Horizon Advisors
Tennessee
$15K