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First Trust Dow Jones Global Select Dividend Index Fund

149 hedge funds and large institutions have $481M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

48% more capital invested

Capital invested by funds: $326M → $481M (+$156M)

34% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 41

6% more funds holding

Funds holding: 141149 (+8)

5.46% more ownership

Funds ownership: 54.84%60.31% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+8
Holders Change %
+5.67%
% 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
19
Increased
55
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.64M +$738K +28,805 +43%
BOSSRA
27
B.O.S.S. Retirement Advisors
Utah
$2.57M -$359K -14,008 -13%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.56M +$157K +6,130 +7%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.56M +$283K +11,042 +14%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$2.53M -$229K -8,928 -9%
HIS
31
Harvest Investment Services
Illinois
$2.37M -$6.74K -263 -0.3%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$2.3M +$985K +38,475 +84%
TWM
33
Trueblood Wealth Management
Ohio
$2.27M +$214K +8,369 +11%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$2.24M -$211K -8,258 -9%
IWC
35
Integrated Wealth Concepts
Massachusetts
$1.91M +$176K +6,857 +11%
EH
36
Equitable Holdings
New York
$1.85M +$102K +3,998 +6%
MCCP
37
Mission Creek Capital Partners
California
$1.64M +$13.5K +529 +0.9%
SFPG
38
Stonebridge Financial Planning Group
Florida
$1.57M +$1.46M +56,983 New
WCM
39
WealthBridge Capital Management
Ohio
$1.53M +$27.4K +1,069 +2%
LI
40
LifeWealth Investments
Florida
$1.52M +$146K +5,691 +11%
RA
41
RiverTree Advisors
Florida
$1.5M +$1.39M +54,358 New
KAS
42
Kestra Advisory Services
Texas
$1.49M +$1.18K +46 +0.1%
DADC
43
D.A. Davidson & Co
Montana
$1.49M +$510K +19,932 +58%
SPC
44
Sigma Planning Corp
Michigan
$1.35M -$23.5K -917 -2%
ECA
45
Elevated Capital Advisors
Utah
$1.27M
LMKC
46
L.M. Kohn & Company
Ohio
$1.21M -$28K -1,094 -2%
TWM
47
TCFG Wealth Management
California
$1.17M -$10.6K -413 -1%
CIA
48
Concurrent Investment Advisors
Florida
$984K +$135K +5,277 +17%
CCA
49
Cottonwood Capital Advisors
Utah
$949K -$9.47K -370 -1%
SEI Investments
50
SEI Investments
Pennsylvania
$858K +$798K +31,167 New

FGD Hedge Fund Activity: Q2 2025 in Review

149 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q2 2025, worth a combined $481M — up 48% from $326M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FGD positions and 9 closed out — a net gain of 10 holders — while 55 added to existing stakes and 41 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $24.1M. The largest seller was Wells Fargo, cutting an estimated $2.12M.

  • 149 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q2 2025, up from 141 in Q1 2025.
  • Funds reported $481M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q2 2025, up 48% quarter-over-quarter.
  • 19 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q2 2025 and 9 closed out, a net change of +10 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q2 2025 was Raymond James Financial, an estimated $24.1M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q2 2025 was Wells Fargo, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2025.