First Trust Dow Jones Global Select Dividend Index Fund
84 hedge funds and large institutions have $244M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
2% more funds holding
Funds holding: 82 → 84 (+2)
0.71% less ownership
Funds ownership: 51.17% → 50.46% (-0.71%)
2% less capital invested
Capital invested by funds: $249M → $244M (-$5.48M)
3% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 33
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.37M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.86M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.14M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.34M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$573K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.43M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$5.36M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.35M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$958K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$795K |
FGD Hedge Fund Activity: Q3 2018 in Review
84 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q3 2018, worth a combined $244M — down 2.2% from $249M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FGD positions and 5 closed out — a net gain of 3 holders — while 32 added to existing stakes and 33 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $5.37M. The largest seller was Morgan Stanley, cutting an estimated $5.43M.
- 84 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q3 2018, up from 82 in Q2 2018.
- Funds reported $244M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q3 2018, down 2.2% quarter-over-quarter.
- 8 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q3 2018 and 5 closed out, a net change of +3 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q3 2018 was Royal Bank of Canada, an estimated $5.37M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q3 2018 was Morgan Stanley, an estimated $5.43M sold.
Based on aggregated 13F filings for Q3 2018.