First Trust Dow Jones Global Select Dividend Index Fund
77 hedge funds and large institutions have $126M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
10% more funds holding
Funds holding: 70 → 77 (+7)
0.46% more ownership
Funds ownership: 37.11% → 37.58% (+0.46%)
1% less capital invested
Capital invested by funds: $128M → $126M (-$1.56M)
27% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 30
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
+$1.91M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.83M |
| 3 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$1.46M |
| 4 |
SG Americas Securities
New York
|
+$685K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$641K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.35M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.57M |
| 3 |
Morgan Stanley
New York
|
-$1.12M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.1M |
| 5 |
Jane Street
New York
|
-$885K |
FGD Hedge Fund Activity: Q4 2016 in Review
77 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q4 2016, worth a combined $126M — down 1.2% from $128M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FGD positions and 2 closed out — a net gain of 8 holders — while 22 added to existing stakes and 30 trimmed.
The largest buyer was Capital Guardian Trust, opening a new position worth an estimated $1.91M. The largest seller was Raymond James & Associates, cutting an estimated $2.35M.
- 77 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q4 2016, up from 70 in Q3 2016.
- Funds reported $126M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q4 2016, down 1.2% quarter-over-quarter.
- 10 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q4 2016 and 2 closed out, a net change of +8 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q4 2016 was Capital Guardian Trust, an estimated $1.91M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q4 2016 was Raymond James & Associates, an estimated $2.35M sold.
Based on aggregated 13F filings for Q4 2016.