We are live on ! Find out more
FGD icon

First Trust Dow Jones Global Select Dividend Index Fund

90 hedge funds and large institutions have $167M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0.93% less ownership

Funds ownership: 44.93%44% (-0.93%)

1% less capital invested

Capital invested by funds: $168M → $167M (-$1.62M)

12% less funds holding

Funds holding: 10290 (-12)

61% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 18

Holders
90
Holders Change
-12
Holders Change %
-11.76%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
35
Reduced
33
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24M -$4.38M -253,970 -16%
Wells Fargo
2
Wells Fargo
California
$21.1M +$923K +53,487 +5%
AWM
3
AE Wealth Management
Kansas
$19.5M -$811K -47,011 -4%
SS
4
Simplicity Solutions
Minnesota
$18.5M -$1.21M -70,062 -6%
RJA
5
Raymond James & Associates
Florida
$8.04M +$487K +28,190 +7%
Bank of America
6
Bank of America
North Carolina
$8.02M +$1.25M +72,333 +19%
LPL Financial
7
LPL Financial
California
$6.64M -$2.29M -132,460 -26%
UBS Group
8
UBS Group
Switzerland
$5.39M -$9.03M -523,144 -64%
PNC
9
Park National Corp
Ohio
$5.28M -$161K -9,314 -3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.82M +$572K +33,140 +18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.49M -$3.21M -185,752 -49%
Jane Street
12
Jane Street
New York
$3.46M +$2.28M +132,088 +218%
Ameriprise
13
Ameriprise
Minnesota
$3.44M -$272K -15,772 -8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.79M -$30.5K -1,770 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.42M +$69.1K +4,005 +3%
MWPCG
16
Measured Wealth Private Client Group
New Hampshire
$2.27M +$117K +6,776 +6%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.15M +$1.5M +87,023 +265%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.99M +$576K +33,393 +43%
Truist Financial
19
Truist Financial
North Carolina
$1.48M -$302K -17,523 -18%
CWM
20
Centric Wealth Management
Illinois
$1.46M +$300K +17,362 +27%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.44M -$175K -10,129 -11%
Stifel Financial
22
Stifel Financial
Missouri
$1.39M +$157K +9,121 +13%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.37M -$2.9M -167,875 -69%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.19M +$30.1K +1,742 +3%
HIS
25
Harvest Investment Services
Illinois
$1.13M +$365K +21,170 +51%

FGD Hedge Fund Activity: Q2 2020 in Review

90 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q2 2020, worth a combined $167M — down 0.96% from $168M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FGD and 7 opened new positions — a net loss of 11 holders — while 33 trimmed existing stakes and 35 added.

The largest buyer was Jane Street, adding an estimated $2.28M. The largest seller was UBS Group, cutting an estimated $9.03M.

  • 90 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q2 2020, down from 102 in Q1 2020.
  • Funds reported $167M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q2 2020, down 0.96% quarter-over-quarter.
  • 7 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q2 2020 and 18 closed out, a net change of -11 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q2 2020 was Jane Street, an estimated $2.28M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q2 2020 was UBS Group, an estimated $9.03M sold.

Based on aggregated 13F filings for Q2 2020.