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First Trust Dow Jones Global Select Dividend Index Fund
FGD

Overview Fund Activity

146 hedge funds and large institutions have $478M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
53
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
$32M
2
LPL Financial
LPL Financial
California
$70.4M
3
Ameriprise
Ameriprise
Minnesota
$49.8M
4
FMLI
Fukoku Mutual Life Insurance
Japan
$29.3M
5
Jane Street
Jane Street
New York
$9.69M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$50.5M
2
OMC
Old Mission Capital
Illinois
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
AWM
AE Wealth Management
Kansas
$23.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.64M +$793K +28,805 +43%
BOSSRA
27
B.O.S.S. Retirement Advisors
Utah
$2.57M -$386K -14,008 -13%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.56M +$304K +11,042 +14%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$2.53M -$246K -8,928 -9%
HIS
30
Harvest Investment Services
Illinois
$2.37M -$7.24K -263 -0.3%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$2.3M +$1.05M +38,475 +84%
TWM
32
Trueblood Wealth Management
Ohio
$2.27M +$230K +8,369 +11%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$2.24M -$227K -8,258 -9%
IWC
34
Integrated Wealth Concepts
Massachusetts
$1.91M +$189K +6,857 +11%
EH
35
Equitable Holdings
New York
$1.85M +$110K +3,998 +6%
MCCP
36
Mission Creek Capital Partners
California
$1.64M +$14.6K +529 +0.9%
SFPG
37
Stonebridge Financial Planning Group
Florida
$1.57M +$1.57M +56,983 New
WCM
38
WealthBridge Capital Management
Ohio
$1.53M +$29.4K +1,069 +2%
RA
39
RiverTree Advisors
Florida
$1.5M +$1.5M +54,358 New
KAS
40
Kestra Advisory Services
Texas
$1.49M +$1.27K +46 +0.1%
DADC
41
D.A. Davidson & Co
Montana
$1.49M +$549K +19,932 +58%
SPC
42
Sigma Planning Corp
Michigan
$1.35M -$25.3K -917 -2%
ECA
43
Elevated Capital Advisors
Utah
$1.27M – – –
LMKC
44
L.M. Kohn & Company
Ohio
$1.21M -$30.1K -1,094 -2%
TWM
45
TCFG Wealth Management
California
$1.17M -$11.4K -413 -1%
Osaic Holdings
46
Osaic Holdings
Arizona
$1.16M -$1,000K -40,347 -46%
CIA
47
Concurrent Investment Advisors
Florida
$984K +$145K +5,277 +17%
CCA
48
Cottonwood Capital Advisors
Utah
$949K -$10.2K -370 -1%
SEI Investments
49
SEI Investments
Pennsylvania
$858K +$858K +31,167 New
WA
50
Waverly Advisors
Alabama
$814K +$51.1K +1,856 +7%
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