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First Trust Dow Jones Global Select Dividend Index Fund

141 hedge funds and large institutions have $326M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $273M → $326M (+$52.5M)

11% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 45

3% more funds holding

Funds holding: 137141 (+4)

2.77% more ownership

Funds ownership: 52.07%54.84% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
141
Holders Change
+4
Holders Change %
+2.92%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
50
Reduced
45
Closed
7
Calls
$624K
Puts
Net Calls
+$624K
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
26
Harvest Investment Services
Illinois
$2.09M +$21.4K +916 +1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.98M -$8.58K -367 -0.4%
OMC
28
Old Mission Capital
Illinois
$1.9M +$1.83M +78,455 New
Citadel Advisors
29
Citadel Advisors
Florida
$1.82M +$1.49M +63,929 +558%
TWM
30
Trueblood Wealth Management
Ohio
$1.79M +$218K +9,316 +14%
Stifel Financial
31
Stifel Financial
Missouri
$1.73M -$248K -10,608 -13%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.62M -$149K -6,391 -9%
EH
33
Equitable Holdings
New York
$1.53M +$63.3K +2,707 +4%
IWC
34
Integrated Wealth Concepts
Massachusetts
$1.52M -$29.7K -1,269 -2%
MCCP
35
Mission Creek Capital Partners
California
$1.43M -$41K -1,754 -3%
WCM
36
WealthBridge Capital Management
Ohio
$1.32M +$165K +7,055 +15%
KAS
37
Kestra Advisory Services
Texas
$1.31M -$36.5K -1,561 -3%
ECA
38
Elevated Capital Advisors
Utah
$1.27M -$112K -4,784 -8%
SPC
39
Sigma Planning Corp
Michigan
$1.21M +$224K +9,604 +24%
LI
40
LifeWealth Investments
Florida
$1.2M +$794K +33,997 +217%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$1.11M +$611K +26,160 +135%
LMKC
42
L.M. Kohn & Company
Ohio
$1.09M -$9K -385 -0.8%
TWM
43
TCFG Wealth Management
California
$1.04M -$6.05K -259 -0.6%
CCA
44
Cottonwood Capital Advisors
Utah
$843K +$35.8K +1,531 +5%
DADC
45
D.A. Davidson & Co
Montana
$827K +$148K +6,312 +23%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$774K -$918K -39,301 -55%
CIA
47
Concurrent Investment Advisors
Florida
$737K +$70 +3 +0%
Truist Financial
48
Truist Financial
North Carolina
$732K +$14.9K +638 +2%
IP
49
Intellectus Partners
California
$688K +$141K +6,020 +27%
Creative Planning
50
Creative Planning
Kansas
$681K +$658K +28,156 New

FGD Hedge Fund Activity: Q1 2025 in Review

141 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q1 2025, worth a combined $326M — up 19% from $273M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FGD positions and 7 closed out — a net gain of 6 holders — while 50 added to existing stakes and 45 trimmed.

The largest buyer was Ameriprise, adding an estimated $19.5M. The largest seller was Jane Street, cutting an estimated $3.58M.

  • 141 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q1 2025, up from 137 in Q4 2024.
  • Funds reported $326M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q1 2025, up 19% quarter-over-quarter.
  • 13 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q1 2025 and 7 closed out, a net change of +6 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q1 2025 was Ameriprise, an estimated $19.5M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q1 2025 was Jane Street, an estimated $3.58M sold.

Based on aggregated 13F filings for Q1 2025.