First Trust Dow Jones Global Select Dividend Index Fund
113 hedge funds and large institutions have $221M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
80% more capital inflows, than outflows
Capital inflows: $25.1M | Capital outflows: $14M
21% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 33
7% more funds holding
Funds holding: 106 → 113 (+7)
1.52% more ownership
Funds ownership: 41.02% → 42.54% (+1.5%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$8.23M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.88M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$863K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$821K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$809K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James & Associates
St Petersburg,
Florida
|
-$4.48M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.09M |
| 3 |
Jane Street
New York
|
-$1.58M |
| 4 |
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$1.36M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$621K |
FGD Hedge Fund Activity: Q4 2021 in Review
113 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q4 2021, worth a combined $221M — up 5.5% from $210M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FGD positions and 5 closed out — a net gain of 9 holders — while 40 added to existing stakes and 33 trimmed.
The largest buyer was Wells Fargo, adding an estimated $8.23M. The largest seller was Raymond James & Associates, cutting an estimated $4.48M.
- 113 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q4 2021, up from 106 in Q3 2021.
- Funds reported $221M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q4 2021, up 5.5% quarter-over-quarter.
- 14 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q4 2021 and 5 closed out, a net change of +9 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q4 2021 was Wells Fargo, an estimated $8.23M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q4 2021 was Raymond James & Associates, an estimated $4.48M sold.
Based on aggregated 13F filings for Q4 2021.