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First Trust Dow Jones Global Select Dividend Index Fund

173 hedge funds and large institutions have $628M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 42

16% more capital invested

Capital invested by funds: $544M → $628M (+$84.8M)

8% more funds holding

Funds holding: 160173 (+13)

0.84% more ownership

Funds ownership: 61.5%62.34% (+0.84%)

Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
24
Increased
79
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$3.42M -$17.9K -604 -0.5%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.41M +$1.5M +50,733 +82%
HIS
28
Harvest Investment Services
Illinois
$3.13M -$180K -6,073 -6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.09M +$178K +6,019 +6%
Stifel Financial
30
Stifel Financial
Missouri
$3.02M -$1.06M -35,686 -26%
TPWM
31
Twelve Points Wealth Management
Massachusetts
$2.92M -$406K -13,741 -13%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.88M -$301K -10,171 -10%
TWM
33
Trueblood Wealth Management
Ohio
$2.84M +$222K +7,509 +9%
IWC
34
Integrated Wealth Concepts
Massachusetts
$2.47M +$158K +5,349 +7%
GWP
35
Gateway Wealth Partners
Wisconsin
$2.42M +$749K +25,344 +46%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$2.34M +$249K +8,419 +12%
WCM
37
WealthBridge Capital Management
Ohio
$2.31M +$481K +16,272 +27%
EH
38
Equitable Holdings
New York
$2.28M +$12.9K +437 +0.6%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.81M -$1.73M -58,489 -49%
DADC
40
D.A. Davidson & Co
Montana
$1.76M +$87.9K +2,974 +5%
MCCP
41
Mission Creek Capital Partners
California
$1.71M -$54.4K -1,840 -3%
Truist Financial
42
Truist Financial
North Carolina
$1.58M +$213K +7,206 +16%
CIA
43
Concurrent Investment Advisors
Florida
$1.52M +$390K +13,200 +36%
KAS
44
Kestra Advisory Services
Texas
$1.47M +$77.4K +2,616 +6%
SPC
45
Sigma Planning Corp
Michigan
$1.41M +$526K +17,773 +62%
ECA
46
Elevated Capital Advisors
Utah
$1.39M -$83.3K -2,816 -6%
Citadel Advisors
47
Citadel Advisors
Florida
$1.32M +$862K +29,142 +199%
TWM
48
TCFG Wealth Management
California
$1.3M +$26.1K +881 +2%
SAI
49
Savvy Advisors Inc
New York
$1.28M +$1.25M +42,169 New
P
50
&Partners
Tennessee
$1.26M +$108K +3,636 +10%