FGD icon

First Trust Dow Jones Global Select Dividend Index Fund
FGD

Overview Fund Activity

97 hedge funds and large institutions have $224M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
97
Holders Change
–
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
49
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$14.3M
2
SS
2
Simplicity Solutions
Minnesota
$14.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.2M
4
UBS Group
4
UBS Group
Switzerland
$24.2M
5
LPL Financial
5
LPL Financial
California
$12.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$230K
2
Citadel Advisors
2
Citadel Advisors
Florida
$667K
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$52K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
PWA
5
Peterson Wealth Advisors
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.2M 1,894,322 +293,002 +18%
Wells Fargo
2
Wells Fargo
California
$31.3M 1,344,716 +49,128 +4%
UBS Group
3
UBS Group
Switzerland
$24.2M 1,037,703 +211,644 +26%
Bank of America
4
Bank of America
North Carolina
$14.7M 632,498 -7,288 -1%
AWM
5
AE Wealth Management
Kansas
$14.3M 615,586 +599,096 +3,633%
SS
6
Simplicity Solutions
Minnesota
$14.2M 607,422 +590,253 +3,438%
LPL Financial
7
LPL Financial
California
$12.2M 525,291 +159,192 +43%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.96M 298,572 +46,353 +18%
PNC
9
Park National Corp
Ohio
$6.78M 290,628 +17,862 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.18M 222,169 +135,725 +157%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.18M 179,289 +104,548 +140%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.88M 166,389 +114,453 +220%
GI
13
Gradient Investments
Minnesota
$3.65M 156,627 +156,627 New
Baird Financial Group
14
Baird Financial Group
Wisconsin
$3.49M 149,836 +9,907 +7%
RJA
15
Raymond James & Associates
Florida
$2.52M 108,111 -11,974 -10%
Ameriprise
16
Ameriprise
Minnesota
$1.63M 69,954 +12,771 +22%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.63M 69,957 +10,411 +17%
AG
18
Advisor Group
Arizona
$1.5M 64,164 +3,618 +6%
SCM
19
Sterling Capital Management
North Carolina
$1.23M 52,612 -2,300 -4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.14M 49,058 +3,253 +7%
HIS
21
Harvest Investment Services
Illinois
$1.13M 47,615 +5,002 +12%
BJ
22
Brouwer & Janachowski
California
$1.06M 45,664 +6,406 +16%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.05M 44,933 +4 +0%
SIG
24
Sargent Investment Group
Maryland
$964K 41,365 +3,390 +9%
PAG
25
Private Advisor Group
New Jersey
$907K 38,918 -1,323 -3%
1
2 3 4 5