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First Trust Dow Jones Global Select Dividend Index Fund

92 hedge funds and large institutions have $162M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $149M → $162M (+$13.6M)

2% more funds holding

Funds holding: 9092 (+2)

0.5% less ownership

Funds ownership: 42.94%42.43% (-0.5%)

44% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 41

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
23
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$21.5M -$1.47M -72,538 -7%
AWM
2
AE Wealth Management
Kansas
$18.8M -$1.17M -57,715 -6%
SS
3
Simplicity Solutions
Minnesota
$17.8M -$1.78M -87,607 -10%
Morgan Stanley
4
Morgan Stanley
New York
$16.9M -$6.18M -304,505 -28%
RJA
5
Raymond James & Associates
Florida
$9.52M +$12.9K +636 +0.1%
LPL Financial
6
LPL Financial
California
$7.21M -$1.73M -85,335 -21%
PNC
7
Park National Corp
Ohio
$6.62M +$73.2K +3,604 +1%
Bank of America
8
Bank of America
North Carolina
$6.11M -$1.74M -85,567 -23%
UBS Group
9
UBS Group
Switzerland
$4.24M -$1.01M -49,914 -21%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.01M -$2.86M -141,049 -44%
MWPCG
11
Measured Wealth Private Client Group
New Hampshire
$3.69M +$324K +15,933 +10%
FWM
12
ForthRight Wealth Management
Georgia
$3.28M +$3.04M +149,650 New
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$2.79M +$94.3K +4,644 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.42M -$804K -39,597 -26%
Ameriprise
15
Ameriprise
Minnesota
$2.42M -$761K -37,470 -25%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.29M +$137K +6,740 +7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.86M -$1.17M -57,552 -40%
CIAS
18
Capital Investment Advisory Services
North Carolina
$1.53M +$180K +8,845 +14%
Citadel Advisors
19
Citadel Advisors
Florida
$1.46M +$645K +31,756 +91%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.42M -$200K -9,869 -13%
Jane Street
21
Jane Street
New York
$1.36M -$3.16M -155,450 -71%
Truist Financial
22
Truist Financial
North Carolina
$1.32M -$573K -28,215 -32%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.26M -$150K -7,378 -11%
SWP
24
ShoreHaven Wealth Partners
New Jersey
$1.14M +$1.06M +52,103 New
HIS
25
Harvest Investment Services
Illinois
$1.14M -$73.8K -3,636 -7%

FGD Hedge Fund Activity: Q4 2020 in Review

92 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q4 2020, worth a combined $162M — up 9.1% from $149M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FGD positions and 7 closed out — a net gain of 3 holders — while 23 added to existing stakes and 41 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $831K. The largest seller was Morgan Stanley, cutting an estimated $6.18M.

  • 92 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q4 2020, up from 90 in Q3 2020.
  • Funds reported $162M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q4 2020, up 9.1% quarter-over-quarter.
  • 10 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q4 2020 and 7 closed out, a net change of +3 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q4 2020 was Susquehanna International Group, an estimated $831K added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q4 2020 was Morgan Stanley, an estimated $6.18M sold.

Based on aggregated 13F filings for Q4 2020.