First Trust Dow Jones Global Select Dividend Index Fund
106 hedge funds and large institutions have $210M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 11 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 28
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
2% more funds holding
Funds holding: 104 → 106 (+2)
1% more capital invested
Capital invested by funds: $207M → $210M (+$2.41M)
0.5% less ownership
Funds ownership: 41.52% → 41.02% (-0.5%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.56M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.18M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.54M |
| 4 |
PNC
Park National Corp
Newark,
Ohio
|
+$1.45M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.42M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.25M |
| 3 |
EE
EWG Elevate
Roseville,
California
|
-$2.47M |
| 4 |
MWPCG
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
-$2.38M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.61M |
FGD Hedge Fund Activity: Q3 2021 in Review
106 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q3 2021, worth a combined $210M — up 1.2% from $207M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FGD positions and 11 closed out — a net gain of 3 holders — while 42 added to existing stakes and 28 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $9.56M. The largest seller was Raymond James & Associates, cutting an estimated $5.42M.
- 106 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q3 2021, up from 104 in Q2 2021.
- Funds reported $210M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q3 2021, up 1.2% quarter-over-quarter.
- 14 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q3 2021 and 11 closed out, a net change of +3 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q3 2021 was Northwestern Mutual Wealth Management, an estimated $9.56M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q3 2021 was Raymond James & Associates, an estimated $5.42M sold.
Based on aggregated 13F filings for Q3 2021.