First Trust Dow Jones Global Select Dividend Index Fund
82 hedge funds and large institutions have $249M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 9 closing their positions.
33% more capital inflows, than outflows
Capital inflows: $16.9M | Capital outflows: $12.8M
0.55% more ownership
Funds ownership: 50.62% → 51.17% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less funds holding
Funds holding: 90 → 82 (-8)
17% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 35
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Simplicity Solutions
Minneapolis,
Minnesota
|
+$4.26M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
+$4.23M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.09M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.01M |
| 5 |
Raymond James Trust
St. Petersburg,
Florida
|
+$617K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.37M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.72M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.52M |
| 4 |
KFA
Kabarec Financial Advisors
Palatine,
Illinois
|
-$903K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$873K |
FGD Hedge Fund Activity: Q2 2018 in Review
82 of the 4,386 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q2 2018, worth a combined $249M — down 1.8% from $254M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FGD and 2 opened new positions — a net loss of 7 holders — while 35 trimmed existing stakes and 29 added.
The largest buyer was Simplicity Solutions, adding an estimated $4.26M. The largest seller was Morgan Stanley, cutting an estimated $3.37M.
- 82 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q2 2018, down from 90 in Q1 2018.
- Funds reported $249M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q2 2018, down 1.8% quarter-over-quarter.
- 2 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q2 2018 and 9 closed out, a net change of -7 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q2 2018 was Simplicity Solutions, an estimated $4.26M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q2 2018 was Morgan Stanley, an estimated $3.37M sold.
Based on aggregated 13F filings for Q2 2018.