First Trust Dow Jones Global Select Dividend Index Fund
137 hedge funds and large institutions have $273M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 12 closing their positions.
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
21% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 38
8% more funds holding
Funds holding: 127 → 137 (+10)
3.49% more ownership
Funds ownership: 48.58% → 52.07% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $276M → $273M (-$2.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$11.9M |
| 2 |
Jane Street
New York
|
+$3.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.58M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.62M |
| 5 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.4M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$533K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$390K |
| 4 |
NS
NBC Securities
Birmingham,
Alabama
|
-$315K |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$298K |
FGD Hedge Fund Activity: Q4 2024 in Review
137 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q4 2024, worth a combined $273M — down 0.83% from $276M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FGD positions and 12 closed out — a net gain of 15 holders — while 46 added to existing stakes and 38 trimmed.
The largest buyer was Wells Fargo, adding an estimated $11.9M. The largest seller was Ameriprise, cutting an estimated $10.4M.
- 137 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q4 2024, up from 127 in Q3 2024.
- Funds reported $273M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q4 2024, down 0.83% quarter-over-quarter.
- 27 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q4 2024 and 12 closed out, a net change of +15 holders.
- The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q4 2024 was Wells Fargo, an estimated $11.9M added.
- The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q4 2024 was Ameriprise, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2024.