First Trust Dow Jones Global Select Dividend Index Fund
72 hedge funds and large institutions have $239M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 7 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 15
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
7% more funds holding
Funds holding: 67 → 72 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.32% less ownership
Funds ownership: 43.61% → 42.29% (-1.3%)
6% less capital invested
Capital invested by funds: $254M → $239M (-$14.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$4.62M |
| 2 |
Jane Street
New York
|
+$3.72M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.66M |
| 4 |
AB
Atlas Brown
Louisville,
Kentucky
|
+$1.78M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.37M |
| 2 |
Morgan Stanley
New York
|
-$3.99M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.1M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$2.04M |
| 5 |
Bank of New York Mellon
New York
|
-$972K |
FGD Hedge Fund Activity: Q3 2014 in Review
72 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q3 2014, worth a combined $239M — down 5.8% from $254M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FGD positions and 7 closed out — a net gain of 5 holders — while 36 added to existing stakes and 15 trimmed.
The largest buyer was UBS, adding an estimated $4.62M. The largest seller was Bank of America, cutting an estimated $4.37M.
- 72 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q3 2014, up from 67 in Q2 2014.
- Funds reported $239M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q3 2014, down 5.8% quarter-over-quarter.
- 12 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q3 2014 and 7 closed out, a net change of +5 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q3 2014 was UBS, an estimated $4.62M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q3 2014 was Bank of America, an estimated $4.37M sold.
Based on aggregated 13F filings for Q3 2014.