First Trust Dow Jones Global Select Dividend Index Fund
119 hedge funds and large institutions have $247M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 13 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 34
0.72% more ownership
Funds ownership: 49.01% → 49.74% (+0.72%)
4% less funds holding
Funds holding: 124 → 119 (-5)
12% less capital invested
Capital invested by funds: $279M → $247M (-$32.1M)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.91M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.58M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.8M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.72M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.42M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.17M |
| 4 |
Jane Street
New York
|
-$975K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$640K |
FGD Hedge Fund Activity: Q3 2022 in Review
119 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q3 2022, worth a combined $247M — down 12% from $279M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of FGD and 9 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 46 added.
The largest buyer was Morgan Stanley, adding an estimated $2.91M. The largest seller was UBS Group, cutting an estimated $4.72M.
- 119 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q3 2022, down from 124 in Q2 2022.
- Funds reported $247M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q3 2022, down 12% quarter-over-quarter.
- 9 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q3 2022 and 13 closed out, a net change of -4 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q3 2022 was Morgan Stanley, an estimated $2.91M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q3 2022 was UBS Group, an estimated $4.72M sold.
Based on aggregated 13F filings for Q3 2022.