We are live on ! Find out more
FGD icon

First Trust Dow Jones Global Select Dividend Index Fund

124 hedge funds and large institutions have $303M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

37% more capital invested

Capital invested by funds: $221M → $303M (+$82.2M)

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

10% more funds holding

Funds holding: 113124 (+11)

5.35% more ownership

Funds ownership: 42.54%47.89% (+5.3%)

Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
43
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
101
Lloyd Advisory Services
Georgia
$25K -$2.12K -83 -8%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$22K +$256 +10 +1%
CFGS
103
Concourse Financial Group Securities
Alabama
$20K -$49.3K -1,927 -71%
SWM
104
Spire Wealth Management
Virginia
$18K -$17.9K -699 -49%
Citigroup
105
Citigroup
New York
$18K
TAM
106
Tucker Asset Management
Colorado
$16.3K
ACA
107
Aptus Capital Advisors
Alabama
$16K
TSWM
108
Tyler-Stone Wealth Management
Ohio
$15K
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$13K
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$10.1K
HWMA
111
Heritage Wealth Management (Arizona)
Arizona
$10K +$9.97K +390 New
ACK
112
Andrew C. Karlinski
$8K +$7.87K +308 New
FP
113
Financial Perspectives
Minnesota
$5.7K
Bessemer Group
114
Bessemer Group
New Jersey
$4K
SIS
115
Sound Income Strategies
Florida
$4K
SCA
116
Stonebridge Capital Advisors
Minnesota
$4K +$3.96K +155 New
TFA
117
Transamerica Financial Advisors
Florida
$4K +$4.01K +157 New
AWM
118
Accel Wealth Management
Iowa
$3K +$2.56K +100 New
APA
119
American Portfolios Advisors
New York
$2.53K +$2.56K +100 New
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$1K -$1.23K -48 -49%
ADL
121
Asset Dedication LLC
California
$1K
FFA
122
Founders Financial Alliance
North Carolina
$1K
CTC
123
Central Trust Company
Missouri
$1K +$1.48K +58 New
CIAS
124
CFS Investment Advisory Services
New Jersey
$1K +$648K +25,340 New
FTUS
125
Flow Traders U.S.
New York
-$672K -26,742 Closed

FGD Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q1 2022, worth a combined $303M — up 37% from $221M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FGD positions and 8 closed out — a net gain of 13 holders — while 43 added to existing stakes and 34 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $39.4M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.19M.

  • 124 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q1 2022, up from 113 in Q4 2021.
  • Funds reported $303M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q1 2022, up 37% quarter-over-quarter.
  • 21 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q1 2022 and 8 closed out, a net change of +13 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q1 2022 was First Trust Advisors, an estimated $39.4M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $3.19M sold.

Based on aggregated 13F filings for Q1 2022.