We are live on ! Find out more
FGD icon

First Trust Dow Jones Global Select Dividend Index Fund

137 hedge funds and large institutions have $273M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

8% more funds holding

Funds holding: 127137 (+10)

3.49% more ownership

Funds ownership: 48.58%52.07% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $276M → $273M (-$2.3M)

Holders
137
Holders Change
+10
Holders Change %
+7.87%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
46
Reduced
38
Closed
12
Calls
$85K
Puts
Net Calls
+$85K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$268K +$282K +12,030 New
PAG
77
Private Advisor Group
New Jersey
$257K -$15K -639 -5%
AAS
78
Avantax Advisory Services
Texas
$256K +$18.4K +783 +7%
Citadel Advisors
79
Citadel Advisors
Florida
$255K +$269K +11,465 New
WFAG
80
Worth Financial Advisory Group
North Carolina
$246K -$9.96K -425 -4%
PTC
81
Private Trust Company
Ohio
$244K
PWS
82
Proactive Wealth Strategies
Georgia
$243K +$70 +3 +0%
SF
83
Slagle Financial
Illinois
$241K -$6.66K -284 -3%
SI
84
Stephens Inc
Arkansas
$239K -$40.7K -1,738 -14%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$239K +$305 +13 +0.1%
MTC
86
Matrix Trust Company
Colorado
$238K +$222K +9,469 +768%
HR
87
Howe & Rusling
New York
$236K -$3.33K -142 -1%
USCWA
88
U.S. Capital Wealth Advisors
Texas
$236K
KPWS
89
Kestra Private Wealth Services
Texas
$235K +$750 +32 +0.3%
PSFG
90
Park Square Financial Group
Georgia
$233K +$246K +10,476 New
Cerity Partners
91
Cerity Partners
New York
$232K
HFP
92
Holistic Financial Partners
Indiana
$213K
SCA
93
Snowden Capital Advisors
New York
$207K -$51K -2,177 -19%
IA
94
IFP Advisors
Florida
$186K
FWM
95
FLP Wealth Management
Arkansas
$179K +$189K +8,061 New
AIC
96
Archer Investment Corporation
Indiana
$171K
T
97
Transce3nd
Texas
$94K +$99.1K +4,228 New
SSB
98
Sandy Spring Bank
Maryland
$82.7K +$1.45K +62 +2%
GTAM
99
Global Trust Asset Management
Florida
$77.4K +$81.6K +3,480 New
AF
100
Advisornet Financial
Minnesota
$74.9K +$1.34K +57 +2%

FGD Hedge Fund Activity: Q4 2024 in Review

137 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q4 2024, worth a combined $273M — down 0.83% from $276M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FGD positions and 12 closed out — a net gain of 15 holders — while 46 added to existing stakes and 38 trimmed.

The largest buyer was Wells Fargo, adding an estimated $11.9M. The largest seller was Ameriprise, cutting an estimated $10.4M.

  • 137 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q4 2024, up from 127 in Q3 2024.
  • Funds reported $273M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q4 2024, down 0.83% quarter-over-quarter.
  • 27 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q4 2024 and 12 closed out, a net change of +15 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q4 2024 was Wells Fargo, an estimated $11.9M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q4 2024 was Ameriprise, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2024.