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First Trust Dow Jones Global Select Dividend Index Fund

127 hedge funds and large institutions have $243M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

0.66% more ownership

Funds ownership: 46.03%46.68% (+0.66%)

0% more funds holding

Funds holding: 127127 (0)

4% less capital invested

Capital invested by funds: $254M → $243M (-$10.7M)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
127
Holders Change
Holders Change %
0%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
35
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$31.7M +$946K +41,300 +3%
LPL Financial
2
LPL Financial
California
$29.4M +$840K +36,705 +3%
Morgan Stanley
3
Morgan Stanley
New York
$21M -$454K -19,821 -2%
AWM
4
AE Wealth Management
Kansas
$19.3M +$1.03M +44,915 +5%
FMLI
5
Fukoku Mutual Life Insurance
Japan
$14.1M
UBS Group
6
UBS Group
Switzerland
$13.1M +$334K +14,605 +3%
Bank of America
7
Bank of America
North Carolina
$10.2M -$200K -8,722 -2%
Ameriprise
8
Ameriprise
Minnesota
$8.61M -$512K -22,382 -5%
PNC
9
Park National Corp
Ohio
$7.75M +$89.4K +3,904 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.36M -$77.6K -3,389 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.37M -$590K -25,784 -12%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$4.31M +$1.16M +50,818 +36%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$4.02M -$241K -10,534 -6%
LIA
14
Lynx Investment Advisory
District of Columbia
$3.64M +$3.73M +163,052 New
FWM
15
ForthRight Wealth Management
Georgia
$3.17M -$37.3K -1,628 -1%
Jane Street
16
Jane Street
New York
$2.93M -$4.23M -184,850 -58%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$2.84M -$342K -14,953 -11%
CP
18
Creekside Partners
California
$2.63M +$2.7M +117,976 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.63M +$213K +9,325 +9%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.42M -$6.55K -286 -0.3%
SPIA
21
Steward Partners Investment Advisory
New York
$2.29M -$66.8K -2,919 -3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$2.22M -$1.74M -76,118 -43%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.16M -$76.3K -3,332 -3%
RJA
24
Raymond James & Associates
Florida
$2.06M -$28.6K -1,247 -1%
Stifel Financial
25
Stifel Financial
Missouri
$1.89M -$55.7K -2,434 -3%

FGD Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q2 2024, worth a combined $243M — down 4.2% from $254M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FGD positions and 13 closed out — a net gain of 2 holders — while 35 added to existing stakes and 50 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.16M. The largest seller was Jane Street, cutting an estimated $4.23M.

  • 127 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $243M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q2 2024, down 4.2% quarter-over-quarter.
  • 15 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q2 2024 and 13 closed out, a net change of +2 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q2 2024 was Susquehanna International Group, an estimated $1.16M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q2 2024 was Jane Street, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2024.