First Trust Dow Jones Global Select Dividend Index Fund
FGD
124 hedge funds and large institutions have $279M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 14 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 38
1.13% more ownership
Funds ownership: 47.89% → 49.01% (+1.1%)
0% more funds holding
Funds holding: 124 → 124 (0)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
8% less capital invested
Capital invested by funds: $303M → $279M (-$24.7M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.25M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.11M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.03M |
| 4 |
Morgan Stanley
New York
|
+$5.6M |
| 5 |
Jane Street
New York
|
+$4.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$8.66M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.87M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.31M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.62M |
| 5 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
126
CFS Investment Advisory Services
Totowa,
New Jersey
| – | -$1K | -25,340 | Closed |
|
|
DWP
127
Destiny Wealth Partners
Tavares,
Florida
| – | -$368K | -14,530 | Closed |
|
|
AAS
128
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$244K | -9,613 | Closed |
|
|
SB
129
Sunflower Bank
Dallas,
Texas
| – | -$218K | -8,586 | Closed |
|
|
OPA
130
Old Port Advisors
Portland,
Maine
| – | -$218K | -8,532 | Closed |
|
|
SG
131
StoneX Group
New York
| – | -$206K | -8,105 | Closed |
|
|
CA
132
Cetera Advisors
Denver,
Colorado
| – | -$203K | -8,022 | Closed |
|
|
LAS
133
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$25K | -989 | Closed |
|
134
Koshinski Asset Management
Decatur,
Illinois
| – | -$10.1K | -400 | Closed |
|
|
SCA
135
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$4K | -155 | Closed |
|
136
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$1K | -49 | Closed |
|
|
FFA
137
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$1K | -48 | Closed |
|
138
JP Morgan Chase
New York
| – | +$168 | +7 | New |
|
FGD Hedge Fund Activity: Q2 2022 in Review
124 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q2 2022, worth a combined $279M — down 8.1% from $303M a quarter earlier.
Fund positioning in FGD was balanced in Q2 2022: 14 funds opened new positions, 14 closed out, 44 added to existing stakes and 38 trimmed.
The largest buyer was UBS Group, adding an estimated $7.25M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $8.66M.
- 124 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $279M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q2 2022, down 8.1% quarter-over-quarter.
- 14 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q2 2022 and 14 closed out, a net change of 0 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q2 2022 was UBS Group, an estimated $7.25M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q2 2022 was Northwestern Mutual Wealth Management, an estimated $8.66M sold.
Based on aggregated 13F filings for Q2 2022.