We are live on ! Find out more
FGD icon

First Trust Dow Jones Global Select Dividend Index Fund

127 hedge funds and large institutions have $254M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 129127 (-2)

12.67% less ownership

Funds ownership: 58.69%46.03% (-13%)

33% less capital invested

Capital invested by funds: $379M → $254M (-$125M)

43% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 56

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
32
Reduced
56
Closed
13
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
76
Csenge Advisory Group
Florida
$254K -$3.83K -173 -2%
PPP
77
Private Portfolio Partners
New Jersey
$252K -$127K -5,732 -34%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$251K +$6.65K +300 +3%
HR
79
Howe & Rusling
New York
$250K -$377 -17 -0.2%
SCA
80
Snowden Capital Advisors
New York
$246K
SF
81
Slagle Financial
Illinois
$240K -$292K -13,162 -56%
AAS
82
Avantax Advisory Services
Texas
$236K +$229K +10,347 New
PTC
83
Private Trust Company
Ohio
$234K
WFAG
84
Worth Financial Advisory Group
North Carolina
$231K +$332 +15 +0.1%
CA
85
Cetera Advisors
Colorado
$229K -$381K -17,186 -63%
AWS
86
Atria Wealth Solutions
New York
$223K -$231K -10,428 -52%
HFP
87
Holistic Financial Partners
Indiana
$218K -$5.94K -268 -3%
Millennium Management
88
Millennium Management
New York
$208K +$202K +9,134 New
PI
89
PFG Investments
New York
$207K +$202K +9,098 New
KFG
90
Kingdom Financial Group
Arizona
$205K +$199K +9,003 New
IA
91
IFP Advisors
Florida
$191K
AIC
92
Archer Investment Corporation
Indiana
$176K
BFEC
93
Benjamin F. Edwards & Company
Missouri
$173K -$3.83K -173 -2%
CFD
94
Creative Financial Designs
Indiana
$121K -$2.97K -134 -2%
US Bancorp
95
US Bancorp
Minnesota
$116K
GRP
96
Global Retirement Partners
California
$80.3K -$7.75K -350 -9%
SSB
97
Sandy Spring Bank
Maryland
$80.1K +$1.66K +75 +2%
PS
98
Principal Securities
Iowa
$79.6K -$140K -6,318 -64%
AF
99
Advisornet Financial
Minnesota
$72.5K +$1.51K +68 +2%
IGWM
100
ICA Group Wealth Management
Colorado
$71K +$15.2K +688 +28%