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First Trust Dow Jones Global Select Dividend Index Fund

127 hedge funds and large institutions have $243M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

0.66% more ownership

Funds ownership: 46.03%46.68% (+0.66%)

0% more funds holding

Funds holding: 127127 (0)

4% less capital invested

Capital invested by funds: $254M → $243M (-$10.7M)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
127
Holders Change
Holders Change %
0%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
35
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Pineridge Advisors
Missouri
$54.2K -$10.1K -439 -15%
AIP
102
Ameritas Investment Partners
Nebraska
$54.2K -$1.15K -50 -2%
TFF
103
The Family Firm
Maryland
$52.3K +$53.6K +2,343 New
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.5K
PB
105
Pinnacle Bancorp
Nebraska
$46.9K
FCA
106
FinTrust Capital Advisors
South Carolina
$46.4K
WTC
107
WhitTier Trust Company
Nevada
$44.7K +$45.8K +2,000 New
Fidelity Investments
108
Fidelity Investments
Massachusetts
$40.2K -$1.79K -78 -4%
RIL
109
Rothschild Investment LLC
Illinois
$33.3K
CAS
110
Coppell Advisory Solutions
Texas
$29.7K +$30.4K +1,329 New
William Blair & Company
111
William Blair & Company
Illinois
$29.1K +$29.9K +1,305 New
RIA
112
Realta Investment Advisors
Delaware
$25.9K +$504 +22 +2%
Citigroup
113
Citigroup
New York
$15.6K
T
114
Tidemark
California
$15.5K
ACA
115
Aptus Capital Advisors
Alabama
$13.8K
GWANC
116
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.8K
NA
117
NewEdge Advisors
Louisiana
$13.7K -$45.4K -1,984 -76%
PCMC
118
Planning Capital Management Corporation
Pennsylvania
$11.4K
GWM
119
Geneos Wealth Management
Colorado
$7.82K
GI
120
Gradient Investments
Minnesota
$6.99K +$7.17K +313 New
FWP
121
FAS Wealth Partners
Kansas
$6.03K
IGWM
122
ICA Group Wealth Management
Colorado
$5.77K -$65.5K -2,860 -92%
FP
123
Financial Perspectives
Minnesota
$5.02K
TFA
124
Transamerica Financial Advisors
Florida
$5K
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$4.65K

FGD Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q2 2024, worth a combined $243M — down 4.2% from $254M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FGD positions and 13 closed out — a net gain of 2 holders — while 35 added to existing stakes and 50 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.16M. The largest seller was Jane Street, cutting an estimated $4.23M.

  • 127 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $243M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q2 2024, down 4.2% quarter-over-quarter.
  • 15 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q2 2024 and 13 closed out, a net change of +2 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q2 2024 was Susquehanna International Group, an estimated $1.16M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q2 2024 was Jane Street, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2024.