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First Trust Dow Jones Global Select Dividend Index Fund

127 hedge funds and large institutions have $243M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

0.66% more ownership

Funds ownership: 46.03%46.68% (+0.66%)

0% more funds holding

Funds holding: 127127 (0)

4% less capital invested

Capital invested by funds: $254M → $243M (-$10.7M)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
127
Holders Change
Holders Change %
0%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
35
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
76
Slagle Financial
Illinois
$248K +$13.7K +597 +6%
HR
77
Howe & Rusling
New York
$248K +$3.14K +137 +1%
PTC
78
Private Trust Company
Ohio
$245K +$15.2K +665 +6%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$239K -$6.85K -299 -3%
PPP
80
Private Portfolio Partners
New Jersey
$239K -$8.79K -384 -3%
AAS
81
Avantax Advisory Services
Texas
$231K
WFAG
82
Worth Financial Advisory Group
North Carolina
$228K +$1.69K +74 +0.7%
Envestnet Portfolio Solutions
83
Envestnet Portfolio Solutions
Illinois
$227K -$26.9K -1,175 -10%
SA
84
Sanctuary Advisors
Indiana
$216K +$218K +9,516 New
BFEC
85
Benjamin F. Edwards & Company
Missouri
$214K +$46.3K +2,021 +27%
HFP
86
Holistic Financial Partners
Indiana
$214K
USCWA
87
U.S. Capital Wealth Advisors
Texas
$207K -$2.32M -101,292 -92%
PI
88
PFG Investments
New York
$203K
AWS
89
Atria Wealth Solutions
New York
$201K -$18.6K -811 -8%
IA
90
IFP Advisors
Florida
$187K
AIC
91
Archer Investment Corporation
Indiana
$172K
IAIM
92
International Assets Investment Management
Florida
$148K +$152K +6,633 New
Jones Financial Companies
93
Jones Financial Companies
Missouri
$138K +$141K +6,165 New
SSB
94
Sandy Spring Bank
Maryland
$80.5K +$1.97K +86 +2%
GRP
95
Global Retirement Partners
California
$80.2K +$1.49K +65 +2%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$77K +$36.4K +1,588 +85%
PS
97
Principal Securities
Iowa
$74.4K -$3.73K -163 -5%
AF
98
Advisornet Financial
Minnesota
$72.9K +$1.79K +78 +2%
JP Morgan Chase
99
JP Morgan Chase
New York
$65.4K
FFA
100
Farther Finance Advisors
California
$62.6K

FGD Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q2 2024, worth a combined $243M — down 4.2% from $254M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FGD positions and 13 closed out — a net gain of 2 holders — while 35 added to existing stakes and 50 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.16M. The largest seller was Jane Street, cutting an estimated $4.23M.

  • 127 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $243M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q2 2024, down 4.2% quarter-over-quarter.
  • 15 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q2 2024 and 13 closed out, a net change of +2 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q2 2024 was Susquehanna International Group, an estimated $1.16M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q2 2024 was Jane Street, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2024.