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First Trust Dow Jones Global Select Dividend Index Fund
FGD

127 hedge funds and large institutions have $276M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $243M → $276M (+$32.2M)

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

1.89% more ownership

Funds ownership: 46.68% → 48.58% (+1.9%)

0% more funds holding

Funds holding: 127 → 127 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
127
Holders Change
–
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
46
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$10.3M
2
LPL Financial
LPL Financial
California
+$3.28M
3
IP
Intellectus Partners
California
+$641K
4
RJA
Raymond James & Associates
Florida
+$591K
5
AWM
AE Wealth Management
Kansas
+$585K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.31M
2
Jane Street
Jane Street
New York
-$2.93M
3
Bank of America
Bank of America
North Carolina
-$640K
4
UBS Group
UBS Group
Switzerland
-$624K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Advisornet Financial
Minnesota
$80.6K +$1.13K +48 +1%
PS
102
Principal Securities
Iowa
$73K -$7.85K -335 -10%
JP Morgan Chase
103
JP Morgan Chase
New York
$71.4K – – –
FFA
104
Farther Finance Advisors
California
$68K – – –
AIP
105
Ameritas Investment Partners
Nebraska
$56.6K -$2.34K -100 -4%
PA
106
Pineridge Advisors
Missouri
$56.1K -$2.98K -127 -5%
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55K – – –
PB
108
Pinnacle Bancorp
Nebraska
$51.1K – – –
WTC
109
WhitTier Trust Company
Nevada
$48.7K – – –
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$46K -$36.5K -1,556 -45%
RIL
111
Rothschild Investment LLC
Illinois
$36.3K – – –
MTC
112
Matrix Trust Company
Colorado
$30K +$28.9K +1,233 New
William Blair & Company
113
William Blair & Company
Illinois
$26.3K -$5.23K -223 -17%
CAS
114
Coppell Advisory Solutions
Texas
$23.4K -$8.74K -373 -28%
Citigroup
115
Citigroup
New York
$17K – – –
T
116
Tidemark
California
$16.9K – – –
NA
117
NewEdge Advisors
Louisiana
$15.2K +$164 +7 +1%
ACA
118
Aptus Capital Advisors
Alabama
$15K – – –
GWANC
119
Guardian Wealth Advisors (North Carolina)
North Carolina
$15K – – –
HNB
120
Huntington National Bank
Ohio
$13.4K – – –
GWM
121
Geneos Wealth Management
Colorado
$8.52K – – –
FWP
122
FAS Wealth Partners
Kansas
$6.58K – – –
FP
123
Financial Perspectives
Minnesota
$5.48K – – –
RIA
124
Realta Investment Advisors
Delaware
$5.14K -$22.2K -947 -82%
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$5.07K – – –
2 3 4
5
6

FGD Hedge Fund Activity: Q3 2024 in Review

127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q3 2024, worth a combined $276M — up 13% from $243M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FGD positions and 11 closed out — a net gain of 2 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.31M sold.

  • 127 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $276M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q3 2024, up 13% quarter-over-quarter.
  • 13 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q3 2024 and 11 closed out, a net change of +2 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q3 2024 was Ameriprise, an estimated $10.3M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q3 2024 was Susquehanna International Group, an estimated $4.31M sold.

Based on aggregated 13F filings for Q3 2024.