First Trust Dow Jones Global Select Dividend Index Fund
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, 31 increasing their positions, 56 reducing their positions, and 13 closing their positions.
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
2% less funds holding
Funds holding: 129 → 127 (-2)
8.12% less ownership
Funds ownership: 54.14% → 46.02% (-8.1%)
45% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 56
91% less capital inflows, than outflows
Capital inflows: $10.4M | Capital outflows: $110M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.22M |
| 2 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$1.33M |
| 3 |
Waverly Advisors
Birmingham,
Alabama
|
+$671K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$596K |
| 5 |
TCM
Triumph Capital Management
Denver,
Colorado
|
+$524K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$35M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.4M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
-$8.06M |
| 4 |
Morgan Stanley
New York
|
-$7.92M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.37M |
FGD Hedge Fund Activity: Q1 2024 in Review
127 of the 6,963 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q1 2024, worth a combined $254M — down 27% from $350M a quarter earlier.
Fund positioning in FGD was balanced in Q1 2024: 13 funds opened new positions, 13 closed out, 31 added to existing stakes and 56 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.22M. The largest seller was First Trust Advisors, exiting entirely with an estimated $35M sold.
- 127 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q1 2024, down from 129 in Q4 2023.
- Funds reported $254M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q1 2024, down 27% quarter-over-quarter.
- 13 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q1 2024 and 13 closed out, a net change of 0 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.22M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q1 2024 was First Trust Advisors, an estimated $35M sold.
Based on aggregated 13F filings for Q1 2024.