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First Trust Dow Jones Global Select Dividend Index Fund

160 hedge funds and large institutions have $544M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

50% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 42

13% more capital invested

Capital invested by funds: $481M → $544M (+$62.1M)

7% more funds holding

Funds holding: 149160 (+11)

1.19% more ownership

Funds ownership: 60.31%61.5% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
160
Holders Change
+11
Holders Change %
+7.38%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
63
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$3.27M +$1.72K +60 +0.1%
OL
27
Owen LaRue
Kentucky
$3.19M +$267K +9,316 +9%
HIS
28
Harvest Investment Services
Illinois
$3.15M +$668K +23,333 +27%
TPWM
29
Twelve Points Wealth Management
Massachusetts
$3.13M -$54.3K -1,894 -2%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.04M +$346K +12,084 +13%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.77M +$98K +3,422 +4%
TWM
32
Trueblood Wealth Management
Ohio
$2.49M +$118K +4,118 +5%
Jane Street
33
Jane Street
New York
$2.27M -$7.81M -272,744 -78%
BOSSRA
34
B.O.S.S. Retirement Advisors
Utah
$2.21M -$472K -16,493 -18%
IWC
35
Integrated Wealth Concepts
Massachusetts
$2.19M +$192K +6,716 +10%
EH
36
Equitable Holdings
New York
$2.15M +$220K +7,679 +11%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$1.98M -$655K -22,874 -25%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1.78M -$562K -19,607 -24%
WCM
39
WealthBridge Capital Management
Ohio
$1.73M +$134K +4,681 +8%
MCCP
40
Mission Creek Capital Partners
California
$1.68M -$30.7K -1,071 -2%
DADC
41
D.A. Davidson & Co
Montana
$1.58M +$28.6K +997 +2%
GWP
42
Gateway Wealth Partners
Wisconsin
$1.57M +$1.56M +54,559 New
LI
43
LifeWealth Investments
Florida
$1.53M -$63.9K -2,229 -4%
ECA
44
Elevated Capital Advisors
Utah
$1.4M -$108K -3,765 -7%
KAS
45
Kestra Advisory Services
Texas
$1.32M -$238K -8,315 -15%
Truist Financial
46
Truist Financial
North Carolina
$1.29M +$481K +16,805 +60%
TWM
47
TCFG Wealth Management
California
$1.21M -$7.42K -259 -0.6%
Creative Planning
48
Creative Planning
Kansas
$1.14M +$721K +25,181 +176%
P
49
&Partners
Tennessee
$1.09M +$268K +9,366 +33%
CCA
50
Cottonwood Capital Advisors
Utah
$1.07M +$82.2K +2,868 +8%

FGD Hedge Fund Activity: Q3 2025 in Review

160 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q3 2025, worth a combined $544M — up 13% from $481M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FGD positions and 11 closed out — a net gain of 13 holders — while 63 added to existing stakes and 42 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.6M. The largest seller was Jane Street, cutting an estimated $7.81M.

  • 160 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q3 2025, up from 149 in Q2 2025.
  • Funds reported $544M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q3 2025, up 13% quarter-over-quarter.
  • 24 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q3 2025 and 11 closed out, a net change of +13 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q3 2025 was LPL Financial, an estimated $13.6M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q3 2025 was Jane Street, an estimated $7.81M sold.

Based on aggregated 13F filings for Q3 2025.