We are live on ! Find out more
FGD icon

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
LC
126
Luminist Capital
Michigan
$6.61K +$6.96K +297 New
FWP
127
FAS Wealth Partners
Kansas
$6.01K
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$4.63K
1IA
129
1620 Investment Advisors
Massachusetts
$4.45K +$4.69K +200 New
BC
130
Barrett & Company
Rhode Island
$4.34K +$4.57K +195 New
GSWM
131
Golden State Wealth Management
California
$2.4K +$2.51K +107 New
EWA
132
EverSource Wealth Advisors
Alabama
$2.22K
NMG
133
New Millennium Group
Utah
$1.56K +$1.64K +70 New
SCM
134
Sterling Capital Management
North Carolina
$1.13K
TFA
135
Transamerica Financial Advisors
Florida
$1K -$2.04K -87 -78%
NS
136
NBC Securities
Alabama
$299 -$315K -13,422 -100%
AssetMark Inc
137
AssetMark Inc
California
$89 +$94 +4 New
SW
138
Simplicity Wealth
New Jersey
-$390K -16,017 Closed
CAG
139
Csenge Advisory Group
Florida
-$298K -12,467 Closed
PPP
140
Private Portfolio Partners
New Jersey
-$256K -10,495 Closed
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
-$244K -10,001 Closed
OL
142
Owen LaRue
Kentucky
-$244K -10,000 Closed
SA
143
Sanctuary Advisors
Indiana
-$225K -9,516 Closed
AWS
144
Atria Wealth Solutions
New York
-$219K -8,992 Closed
TA
145
TFG Advisers
Michigan
-$216K -8,858 Closed
JIP
146
Jaffetilchin Investment Partners
Florida
-$97K -3,982 Closed
William Blair & Company
147
William Blair & Company
Illinois
-$26.3K -1,082 Closed
FP
148
Financial Perspectives
Minnesota
-$5.48K -225 Closed
RIA
149
Realta Investment Advisors
Delaware
-$5.14K -214 Closed

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.