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First Trust Dow Jones Global Select Dividend Index Fund

137 hedge funds and large institutions have $273M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

8% more funds holding

Funds holding: 127137 (+10)

3.49% more ownership

Funds ownership: 48.58%52.07% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $276M → $273M (-$2.3M)

Holders
137
Holders Change
+10
Holders Change %
+7.87%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
46
Reduced
38
Closed
12
Calls
$85K
Puts
Net Calls
+$85K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$65.2K
PS
102
Principal Securities
Iowa
$65.2K -$1.57K -67 -2%
FFA
103
Farther Finance Advisors
California
$62.1K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$61.4K -$51.3K -2,188 -44%
AIP
105
Ameritas Investment Partners
Nebraska
$50.6K -$1.17K -50 -2%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.3K
PPWM
107
PFG Private Wealth Management
Florida
$47.4K +$50K +2,133 New
PB
108
Pinnacle Bancorp
Nebraska
$46.7K
WTC
109
WhitTier Trust Company
Nevada
$44.5K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$43K +$352 +15 +0.8%
CBT
111
Crews Bank & Trust
Florida
$37.1K +$39.1K +1,670 New
PA
112
Pineridge Advisors
Missouri
$36.7K -$15.3K -653 -28%
RIL
113
Rothschild Investment LLC
Illinois
$33.2K
GRP
114
Global Retirement Partners
California
$28.2K -$55.4K -2,363 -65%
SS
115
SBI Securities
Japan
$24.2K +$25.5K +1,088 New
CAS
116
Coppell Advisory Solutions
Texas
$21.2K
IWM
117
IMG Wealth Management
Florida
$20.6K +$21.7K +928 New
Citigroup
118
Citigroup
New York
$15.6K
T
119
Tidemark
California
$15.5K
ACA
120
Aptus Capital Advisors
Alabama
$13.7K
GWANC
121
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.7K
NA
122
NewEdge Advisors
Louisiana
$11K -$2.93K -125 -20%
VWM
123
Vermillion Wealth Management
Minnesota
$9.85K +$10.4K +443 New
MCM
124
MAI Capital Management
Ohio
$8.25K +$8.7K +371 New
GWM
125
Geneos Wealth Management
Colorado
$7.78K

FGD Hedge Fund Activity: Q4 2024 in Review

137 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q4 2024, worth a combined $273M — down 0.83% from $276M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FGD positions and 12 closed out — a net gain of 15 holders — while 46 added to existing stakes and 38 trimmed.

The largest buyer was Wells Fargo, adding an estimated $11.9M. The largest seller was Ameriprise, cutting an estimated $10.4M.

  • 137 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q4 2024, up from 127 in Q3 2024.
  • Funds reported $273M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q4 2024, down 0.83% quarter-over-quarter.
  • 27 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q4 2024 and 12 closed out, a net change of +15 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q4 2024 was Wells Fargo, an estimated $11.9M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q4 2024 was Ameriprise, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2024.