First Trust Dow Jones Global Select Dividend Index Fund
104 hedge funds and large institutions have $207M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 12 closing their positions.
142% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 19
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
22% more capital invested
Capital invested by funds: $170M → $207M (+$37.4M)
6% more funds holding
Funds holding: 98 → 104 (+6)
3.35% more ownership
Funds ownership: 38.17% → 41.52% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.36M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.24M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.15M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.95M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.5M |
| 2 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
-$710K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$570K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$516K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$304K |
FGD Hedge Fund Activity: Q2 2021 in Review
104 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q2 2021, worth a combined $207M — up 22% from $170M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FGD positions and 12 closed out — a net gain of 6 holders — while 46 added to existing stakes and 19 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $4.36M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $1.5M sold.
- 104 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q2 2021, up from 98 in Q1 2021.
- Funds reported $207M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q2 2021, up 22% quarter-over-quarter.
- 18 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q2 2021 and 12 closed out, a net change of +6 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q2 2021 was Commonwealth Equity Services, an estimated $4.36M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q2 2021 was Independent Advisor Alliance, an estimated $1.5M sold.
Based on aggregated 13F filings for Q2 2021.