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First Trust Dow Jones Global Select Dividend Index Fund

124 hedge funds and large institutions have $303M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

37% more capital invested

Capital invested by funds: $221M → $303M (+$82.2M)

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

10% more funds holding

Funds holding: 113124 (+11)

5.35% more ownership

Funds ownership: 42.54%47.89% (+5.3%)

Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
43
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$39.1M +$39.4M +1,543,243 New
Wells Fargo
2
Wells Fargo
California
$38.3M +$1.78M +69,456 +5%
Morgan Stanley
3
Morgan Stanley
New York
$31.9M +$12.2M +476,200 +61%
LPL Financial
4
LPL Financial
California
$20.7M +$4.24M +165,837 +26%
AWM
5
AE Wealth Management
Kansas
$20.5M +$752K +29,438 +4%
UBS Group
6
UBS Group
Switzerland
$17.3M +$9.66M +378,013 +124%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$14.9M +$1.55M +60,457 +11%
PNC
8
Park National Corp
Ohio
$9.29M -$678K -26,508 -7%
Bank of America
9
Bank of America
North Carolina
$9.28M +$1.29M +50,614 +16%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.92M +$1.09M +42,530 +18%
Ameriprise
11
Ameriprise
Minnesota
$6.01M +$2.13M +83,304 +54%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.97M +$471K +18,411 +8%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$5.88M +$942K +36,869 +19%
RJA
14
Raymond James & Associates
Florida
$5.06M +$56.7K +2,219 +1%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.69M +$2.97M +116,340 +129%
FWM
16
ForthRight Wealth Management
Georgia
$4.54M +$1.35M +52,824 +42%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.22M +$208K +8,140 +5%
PAG
18
Private Advisor Group
New Jersey
$3.57M -$119K -4,660 -3%
Citadel Advisors
19
Citadel Advisors
Florida
$2.87M +$2.89M +113,149 New
USCWA
20
U.S. Capital Wealth Advisors
Texas
$2.8M +$1.36M +53,122 +93%
TCM
21
Triumph Capital Management
Colorado
$2.4M +$2.12M +82,805 +698%
Stifel Financial
22
Stifel Financial
Missouri
$2.39M +$180K +7,055 +8%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.24M -$3.19M -124,759 -59%
SPC
24
Sigma Planning Corp
Michigan
$2.06M -$27K -1,058 -1%
BWM
25
BlackDiamond Wealth Management
New York
$2.03M +$404K +15,797 +25%

FGD Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q1 2022, worth a combined $303M — up 37% from $221M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FGD positions and 8 closed out — a net gain of 13 holders — while 43 added to existing stakes and 34 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $39.4M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.19M.

  • 124 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q1 2022, up from 113 in Q4 2021.
  • Funds reported $303M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q1 2022, up 37% quarter-over-quarter.
  • 21 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q1 2022 and 8 closed out, a net change of +13 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q1 2022 was First Trust Advisors, an estimated $39.4M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $3.19M sold.

Based on aggregated 13F filings for Q1 2022.