First Trust Dow Jones Global Select Dividend Index Fund
95 hedge funds and large institutions have $280M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 12 closing their positions.
67% more capital inflows, than outflows
Capital inflows: $21.6M | Capital outflows: $12.9M
3% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 34
0% more funds holding
Funds holding: 95 → 95 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
0.86% less ownership
Funds ownership: 53.43% → 52.57% (-0.86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$8.32M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.54M |
| 3 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$1.44M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$1.03M |
| 5 |
MWPCG
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.56M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.18M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$746K |
| 5 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$676K |
FGD Hedge Fund Activity: Q3 2019 in Review
95 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q3 2019, worth a combined $280M — up 2.9% from $272M a quarter earlier.
Fund positioning in FGD was balanced in Q3 2019: 12 funds opened new positions, 12 closed out, 35 added to existing stakes and 34 trimmed.
The largest buyer was Wells Fargo, adding an estimated $8.32M. The largest seller was Morgan Stanley, cutting an estimated $4.56M.
- 95 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $280M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q3 2019, up 2.9% quarter-over-quarter.
- 12 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q3 2019 and 12 closed out, a net change of 0 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q3 2019 was Wells Fargo, an estimated $8.32M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q3 2019 was Morgan Stanley, an estimated $4.56M sold.
Based on aggregated 13F filings for Q3 2019.