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First Trust Dow Jones Global Select Dividend Index Fund

124 hedge funds and large institutions have $303M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

37% more capital invested

Capital invested by funds: $221M → $303M (+$82.2M)

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

10% more funds holding

Funds holding: 113124 (+11)

5.35% more ownership

Funds ownership: 42.54%47.89% (+5.3%)

Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
43
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPA
76
Old Port Advisors
Maine
$218K +$2.76K +108 +1%
AIC
77
Archer Investment Corporation
Indiana
$217K
SG
78
StoneX Group
New York
$206K +$207K +8,105 New
CA
79
Cetera Advisors
Colorado
$203K -$18.7K -733 -8%
GWSG
80
GPS Wealth Strategies Group
Colorado
$189K
DWMG
81
DB Wealth Management Group
California
$178K -$10.7K -419 -6%
BFEC
82
Benjamin F. Edwards & Company
Missouri
$152K -$37K -1,449 -19%
GWM
83
Geneos Wealth Management
Colorado
$136K -$45.4K -1,775 -25%
US Bancorp
84
US Bancorp
Minnesota
$129K
AF
85
Advisornet Financial
Minnesota
$106K +$2.02K +79 +2%
SPIA
86
Steward Partners Investment Advisory
New York
$87K +$7.64K +299 +10%
AIP
87
Ameritas Investment Partners
Nebraska
$86K
CG
88
Cutler Group
California
$77K
HI
89
Hudock Inc
Pennsylvania
$74K
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$72K
GRP
91
Global Retirement Partners
California
$59K +$61.2K +2,396 New
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.3K
PB
93
Pinnacle Bancorp
Nebraska
$56K
MCC
94
Money Concepts Capital
Florida
$51K +$47.2K +1,847 +1,231%
BEI
95
Benjamin Edwards Inc
Missouri
$46K +$8.1K +317 +21%
RCM
96
Raleigh Capital Management
North Carolina
$45K +$45.6K +1,784 New
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$35K +$332 +13 +1%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$33K
HI
99
Hoey Investments
Pennsylvania
$30K
GWMIA
100
Global Wealth Management Investment Advisory
Florida
$26K -$26.4K -1,031 -50%

FGD Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q1 2022, worth a combined $303M — up 37% from $221M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FGD positions and 8 closed out — a net gain of 13 holders — while 43 added to existing stakes and 34 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $39.4M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.19M.

  • 124 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q1 2022, up from 113 in Q4 2021.
  • Funds reported $303M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q1 2022, up 37% quarter-over-quarter.
  • 21 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q1 2022 and 8 closed out, a net change of +13 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q1 2022 was First Trust Advisors, an estimated $39.4M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $3.19M sold.

Based on aggregated 13F filings for Q1 2022.