We are live on ! Find out more
FGD icon

First Trust Dow Jones Global Select Dividend Index Fund

127 hedge funds and large institutions have $254M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 129127 (-2)

12.67% less ownership

Funds ownership: 58.69%46.03% (-13%)

33% less capital invested

Capital invested by funds: $379M → $254M (-$125M)

43% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 56

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
32
Reduced
56
Closed
13
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$66.7K
PA
102
Pineridge Advisors
Missouri
$65.3K -$35.5K -1,602 -36%
FFA
103
Farther Finance Advisors
California
$63.1K
NA
104
NewEdge Advisors
Louisiana
$59.2K -$92.5K -4,174 -62%
AIP
105
Ameritas Investment Partners
Nebraska
$56.4K -$11.2K -505 -17%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.5K
PB
107
Pinnacle Bancorp
Nebraska
$47.8K
FCA
108
FinTrust Capital Advisors
South Carolina
$47.3K +$17.7K +800 +63%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$43K +$22 +1 +0.1%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$42.8K -$1.95K -88 -4%
RIL
111
Rothschild Investment LLC
Illinois
$34K
CFGS
112
Concourse Financial Group Securities
Alabama
$27.3K
RIA
113
Realta Investment Advisors
Delaware
$25.9K +$25.2K +1,139 New
SIS
114
Sound Income Strategies
Florida
$22.3K +$21.7K +979 New
SWM
115
Spire Wealth Management
Virginia
$16.5K
Citigroup
116
Citigroup
New York
$15.9K
T
117
Tidemark
California
$15.8K
ACA
118
Aptus Capital Advisors
Alabama
$14K
GWANC
119
Guardian Wealth Advisors (North Carolina)
North Carolina
$14K
PCMC
120
Planning Capital Management Corporation
Pennsylvania
$11.6K
FGAM
121
Financial Gravity Asset Management
Texas
$11.3K +$5.54K +250 +100%
GWM
122
Geneos Wealth Management
Colorado
$7.97K
FWP
123
FAS Wealth Partners
Kansas
$6.15K +$5.98K +270 New
FP
124
Financial Perspectives
Minnesota
$5.12K
TFA
125
Transamerica Financial Advisors
Florida
$5K -$924K -41,723 -99%