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First Trust Dow Jones Global Select Dividend Index Fund

127 hedge funds and large institutions have $276M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $243M → $276M (+$32.2M)

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

1.89% more ownership

Funds ownership: 46.68%48.58% (+1.9%)

0% more funds holding

Funds holding: 127127 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
127
Holders Change
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
46
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$35.5M +$3.28M +140,105 +11%
Wells Fargo
2
Wells Fargo
California
$34.5M +$9.52K +406 +0%
Morgan Stanley
3
Morgan Stanley
New York
$23.3M +$436K +18,589 +2%
AWM
4
AE Wealth Management
Kansas
$21.6M +$585K +24,949 +3%
Ameriprise
5
Ameriprise
Minnesota
$20.1M +$10.3M +438,700 +114%
FMLI
6
Fukoku Mutual Life Insurance
Japan
$15.4M
UBS Group
7
UBS Group
Switzerland
$13.7M -$624K -26,618 -5%
Bank of America
8
Bank of America
North Carolina
$10.5M -$640K -27,306 -6%
PNC
9
Park National Corp
Ohio
$8.52M +$62.2K +2,654 +0.8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.55M -$278K -11,842 -5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.54M -$215K -9,177 -5%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$4.36M -$21.8K -930 -0.5%
LIA
13
Lynx Investment Advisory
District of Columbia
$4M +$29.9K +1,274 +0.8%
FWM
14
ForthRight Wealth Management
Georgia
$3.49M +$28.8K +1,230 +0.9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.37M +$482K +20,580 +17%
SPIA
16
Steward Partners Investment Advisory
New York
$2.9M +$390K +16,659 +16%
CP
17
Creekside Partners
California
$2.89M +$18K +769 +0.7%
RJA
18
Raymond James & Associates
Florida
$2.86M +$591K +25,231 +27%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.67M +$33K +1,409 +1%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$2.54M -$540K -23,034 -18%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.38M -$41.6K -1,776 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.34M -$18.3K -781 -0.8%
SW
23
SMART Wealth
Nebraska
$2.3M +$393K +16,789 +22%
TPWM
24
Twelve Points Wealth Management
Massachusetts
$2.18M +$167K +7,145 +9%
HIS
25
Harvest Investment Services
Illinois
$2.06M +$123K +5,268 +7%

FGD Hedge Fund Activity: Q3 2024 in Review

127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q3 2024, worth a combined $276M — up 13% from $243M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FGD positions and 11 closed out — a net gain of 2 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.31M sold.

  • 127 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $276M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q3 2024, up 13% quarter-over-quarter.
  • 13 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q3 2024 and 11 closed out, a net change of +2 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q3 2024 was Ameriprise, an estimated $10.3M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q3 2024 was Susquehanna International Group, an estimated $4.31M sold.

Based on aggregated 13F filings for Q3 2024.