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First Trust Dow Jones Global Select Dividend Index Fund

127 hedge funds and large institutions have $276M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $243M → $276M (+$32.2M)

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

1.89% more ownership

Funds ownership: 46.68%48.58% (+1.9%)

0% more funds holding

Funds holding: 127127 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
127
Holders Change
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
46
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
76
Slagle Financial
Illinois
$271K +$187 +8 +0.1%
PTC
77
Private Trust Company
Ohio
$267K
PWS
78
Proactive Wealth Strategies
Georgia
$266K +$256K +10,943 New
Jones Financial Companies
79
Jones Financial Companies
Missouri
$263K +$107K +4,569 +74%
HR
80
Howe & Rusling
New York
$262K -$8.25K -352 -3%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$262K +$656 +28 +0.3%
AAS
82
Avantax Advisory Services
Texas
$261K +$8.86K +378 +4%
USCWA
83
U.S. Capital Wealth Advisors
Texas
$258K +$31.7K +1,351 +15%
KPWS
84
Kestra Private Wealth Services
Texas
$256K -$63.3K -2,701 -20%
PPP
85
Private Portfolio Partners
New Jersey
$256K -$4.66K -199 -2%
Cerity Partners
86
Cerity Partners
New York
$255K -$62.8K -2,681 -20%
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$244K -$3.38K -144 -1%
OL
88
Owen LaRue
Kentucky
$244K +$234K +10,000 New
HFP
89
Holistic Financial Partners
Indiana
$233K
Mariner
90
Mariner
Kansas
$233K +$224K +9,551 New
SA
91
Sanctuary Advisors
Indiana
$225K
AWS
92
Atria Wealth Solutions
New York
$219K
TA
93
TFG Advisers
Michigan
$216K +$208K +8,858 New
IA
94
IFP Advisors
Florida
$204K
AIC
95
Archer Investment Corporation
Indiana
$188K
Fidelity Investments
96
Fidelity Investments
Massachusetts
$120K +$73.7K +3,145 +175%
JIP
97
Jaffetilchin Investment Partners
Florida
$97K +$93.3K +3,982 New
SSB
98
Sandy Spring Bank
Maryland
$89K +$1.24K +53 +1%
GRP
99
Global Retirement Partners
California
$88.5K +$914 +39 +1%
FCA
100
FinTrust Capital Advisors
South Carolina
$84.4K +$32.5K +1,387 +67%

FGD Hedge Fund Activity: Q3 2024 in Review

127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q3 2024, worth a combined $276M — up 13% from $243M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FGD positions and 11 closed out — a net gain of 2 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.31M sold.

  • 127 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $276M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q3 2024, up 13% quarter-over-quarter.
  • 13 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q3 2024 and 11 closed out, a net change of +2 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q3 2024 was Ameriprise, an estimated $10.3M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q3 2024 was Susquehanna International Group, an estimated $4.31M sold.

Based on aggregated 13F filings for Q3 2024.