First Trust Dow Jones Global Select Dividend Index Fund
FGD
82 hedge funds and large institutions have $207M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
24% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 25
3% more funds holding
Funds holding: 80 → 82 (+2)
1.28% more ownership
Funds ownership: 39.45% → 40.73% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $209M → $207M (-$2.39M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.35M |
| 2 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$3.62M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.65M |
| 4 |
Jane Street
New York
|
+$1.63M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.96M |
| 2 |
AIG
American International Group
New York
|
-$3.27M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$1.53M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$638K |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$429K |
FGD Hedge Fund Activity: Q2 2015 in Review
82 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q2 2015, worth a combined $207M — down 1.1% from $209M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FGD positions and 8 closed out — a net gain of 3 holders — while 31 added to existing stakes and 25 trimmed.
The largest buyer was UBS Group, adding an estimated $4.35M. The largest seller was Morgan Stanley, cutting an estimated $5.96M.
- 82 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q2 2015, up from 80 in Q1 2015.
- Funds reported $207M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q2 2015, down 1.1% quarter-over-quarter.
- 11 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q2 2015 and 8 closed out, a net change of +3 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q2 2015 was UBS Group, an estimated $4.35M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q2 2015 was Morgan Stanley, an estimated $5.96M sold.
Based on aggregated 13F filings for Q2 2015.