First Trust Dow Jones Global Select Dividend Index Fund
47 hedge funds and large institutions have $145M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
24% more capital invested
Capital invested by funds: $117M → $145M (+$27.9M)
15% more funds holding
Funds holding: 41 → 47 (+6)
3.33% more ownership
Funds ownership: 37.56% → 40.89% (+3.3%)
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$13.3M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$3.63M |
| 3 |
Jane Street
New York
|
+$1.73M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.47M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$903K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$5.55M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.71M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$794K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$699K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$430K |
FGD Hedge Fund Activity: Q3 2013 in Review
47 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q3 2013, worth a combined $145M — up 24% from $117M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FGD positions and 3 closed out — a net gain of 6 holders — while 17 added to existing stakes and 16 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $13.3M. The largest seller was CIBC World Market, cutting an estimated $5.55M.
- 47 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q3 2013, up from 41 in Q2 2013.
- Funds reported $145M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q3 2013, up 24% quarter-over-quarter.
- 9 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q3 2013 and 3 closed out, a net change of +6 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q3 2013 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $13.3M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q3 2013 was CIBC World Market, an estimated $5.55M sold.
Based on aggregated 13F filings for Q3 2013.