First Trust Dow Jones Global Select Dividend Index Fund
FGD
97 hedge funds and large institutions have $224M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 24 reducing their positions, and 9 closing their positions.
104% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 24
30% more capital invested
Capital invested by funds: $173M → $224M (+$51.2M)
5.3% more ownership
Funds ownership: 39.51% → 44.8% (+5.3%)
0% more funds holding
Funds holding: 97 → 97 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$14M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$13.8M |
| 3 |
Morgan Stanley
New York
|
+$6.86M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.95M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$12.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.75M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$828K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$649K |
| 5 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
-$362K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MOS
101
MGO One Seven
Beachwood,
Ohio
| – | -$8K | -372 | Closed |
|
|
NFG
102
Next Financial Group
Houston,
Texas
| – | -$6K | -285 | Closed |
|
|
PCG
103
Private Capital Group
West Hartford,
Connecticut
| – | -$5K | -246 | Closed |
|
104
Fidelity Investments
Boston,
Massachusetts
| – | +$47 | +2 | New |
|
FGD Hedge Fund Activity: Q1 2019 in Review
97 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q1 2019, worth a combined $224M — up 30% from $173M a quarter earlier.
Fund positioning in FGD was balanced in Q1 2019: 9 funds opened new positions, 9 closed out, 49 added to existing stakes and 24 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $14M. The largest seller was Jane Street, cutting an estimated $12.7M.
- 97 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $224M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q1 2019, up 30% quarter-over-quarter.
- 9 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q1 2019 and 9 closed out, a net change of 0 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q1 2019 was AE Wealth Management, an estimated $14M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q1 2019 was Jane Street, an estimated $12.7M sold.
Based on aggregated 13F filings for Q1 2019.