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First Trust Dow Jones Global Select Dividend Index Fund
FGD

Overview Fund Activity

128 hedge funds and large institutions have $382M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
43
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$30.4M
2
Wells Fargo
2
Wells Fargo
California
$44.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$63.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.63M
5
ECA
5
Elevated Capital Advisors
Utah
$1.06M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$0
2
Jane Street
2
Jane Street
New York
$10.8M
3
LPL Financial
3
LPL Financial
California
$31.6M
4
OMC
4
Old Mission Capital
Illinois
$1.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$33.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
126
Sound Income Strategies
Florida
$4.01K 187 +187 New
GWMIA
127
Global Wealth Management Investment Advisory
Florida
$3.09K 144 +144 New
BLC
128
Brown, Lisle/Cummings
Rhode Island
$2.25K 105 – –
OPS
129
Orion Portfolio Solutions
Nebraska
– – -49,088 Closed
BCI
130
Brinker Capital Investments
Pennsylvania
– – -49,088 Closed
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
– – -23,213 Closed
IWN
132
Independent Wealth Network
Iowa
– – -10,427 Closed
PWM
133
Prosperity Wealth Management
California
– – -9,667 Closed
SW
134
Simplicity Wealth
New Jersey
– – -9,528 Closed
RFP
135
Root Financial Partners
California
– – -9,142 Closed
AAS
136
Ameritas Advisory Services
Nebraska
– – -950 Closed
ASN
137
Advisory Services Network
Georgia
– – -929 Closed
TAM
138
Tucker Asset Management
Colorado
– – -794 Closed
FHA
139
First Horizon Advisors
Tennessee
– – -455 Closed
BAM
140
Belpointe Asset Management
Nevada
– – -204 Closed
M1FG
141
Mach-1 Financial Group
Arkansas
– – -160 Closed
GI
142
Gradient Investments
Minnesota
– – -140 Closed
AWM
143
Accel Wealth Management
Iowa
– – -107 Closed
FCA
144
Fortis Capital Advisors
Kansas
– – -44 Closed
ADL
145
Asset Dedication LLC
California
– – -41 Closed
HNB
146
Huntington National Bank
Ohio
– – – –
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