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First Trust Dow Jones Global Select Dividend Index Fund
FGD

Overview Fund Activity

127 hedge funds and large institutions have $254M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 56 reducing their positions, and 13 closing their positions.

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
32
Reduced
56
Closed
13
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$2.28M
2
SW
2
SMART Wealth
Nebraska
$1.37M
3
WA
3
Waverly Advisors
Alabama
$690K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.24M
5
TCM
5
Triumph Capital Management
Colorado
$1.29M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.9M
2
Ameriprise
2
Ameriprise
Minnesota
$9.29M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
AWM
4
AE Wealth Management
Kansas
$18.6M
5
Wells Fargo
5
Wells Fargo
California
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$31.3M 1,376,215 -242,300 -15%
LPL Financial
2
LPL Financial
California
$29.1M 1,279,787 -15,446 -1%
Morgan Stanley
3
Morgan Stanley
New York
$21.9M 959,636 -1,675,058 -64%
AWM
4
AE Wealth Management
Kansas
$18.6M 818,791 -363,965 -31%
FMLI
5
Fukoku Mutual Life Insurance
Japan
$14.4M 632,000 – –
UBS Group
6
UBS Group
Switzerland
$13M 573,030 -192,476 -25%
Bank of America
7
Bank of America
North Carolina
$10.6M 465,932 +7,725 +2%
Ameriprise
8
Ameriprise
Minnesota
$9.29M 407,702 -1,551,279 -79%
PNC
9
Park National Corp
Ohio
$7.81M 343,189 -2,335 -0.7%
Jane Street
10
Jane Street
New York
$7.2M 316,038 -26,022 -8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.54M 243,289 -20,396 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.04M 221,288 +6,092 +3%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$4.34M 190,619 +9,046 +5%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$4M 175,491 -39,418 -18%
FWM
15
ForthRight Wealth Management
Georgia
$3.27M 143,522 -5,835 -4%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$3.24M 142,296 -1,174 -0.8%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.24M 142,122 +26,918 +23%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$2.52M 110,545 -498 -0.4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.47M 108,413 -827 -0.8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.47M 108,343 +15,722 +17%
SPIA
21
Steward Partners Investment Advisory
New York
$2.4M 105,333 +10,354 +11%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.28M 100,210 +100,210 New
RJA
23
Raymond James & Associates
Florida
$2.13M 93,659 -72,052 -43%
CAN
24
Cetera Advisor Networks
California
$2.03M 89,031 +1,243 +1%
Stifel Financial
25
Stifel Financial
Missouri
$1.98M 86,885 -3,275 -4%
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