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First Trust Dow Jones Global Select Dividend Index Fund

191 hedge funds and large institutions have $801M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more capital invested

Capital invested by funds: $628M → $801M (+$173M)

10% more funds holding

Funds holding: 173191 (+18)

0.72% more ownership

Funds ownership: 62.34%63.06% (+0.72%)

Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
78
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OL
26
Owen LaRue
Kentucky
$4.25M +$194K +6,053 +5%
OWG
27
Oxford Wealth Group
Florida
$4.18M +$4.2M +130,969 New
Osaic Holdings
28
Osaic Holdings
Arizona
$3.96M +$932K +29,059 +31%
CP
29
Creekside Partners
California
$3.9M +$186K +5,789 +5%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$3.74M +$145K +4,526 +4%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.68M +$415K +12,930 +13%
SPIA
32
Steward Partners Investment Advisory
New York
$3.62M +$13.7K +427 +0.4%
SW
33
SMART Wealth
Nebraska
$3.58M -$378K -11,786 -10%
HIS
34
Harvest Investment Services
Illinois
$3.36M +$59K +1,838 +2%
TWM
35
Trueblood Wealth Management
Ohio
$3.21M +$206K +6,425 +7%
CFS
36
Compass Financial Services
Iowa
$3.11M +$3.13M +97,466 New
TPWM
37
Twelve Points Wealth Management
Massachusetts
$2.98M -$59.8K -1,864 -2%
HPC
38
Hobart Private Capital
North Carolina
$2.89M +$2.9M +90,480 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$2.79M +$188K +5,873 +7%
WCM
40
WealthBridge Capital Management
Ohio
$2.75M +$317K +9,875 +13%
IAA
41
Independent Advisor Alliance
North Carolina
$2.74M +$2.75M +85,816 New
BAM
42
Bellevue Asset Management
Washington
$2.73M +$2.74M +85,457 New
EH
43
Equitable Holdings
New York
$2.65M +$393K +12,238 +16%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.49M +$575K +17,938 +30%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$2.47M -$898 -28 -0%
DADC
46
D.A. Davidson & Co
Montana
$2.13M +$277K +8,645 +15%
Truist Financial
47
Truist Financial
North Carolina
$2.04M +$376K +11,713 +22%
CIA
48
Concurrent Investment Advisors
Florida
$2.01M +$414K +12,921 +26%
KAS
49
Kestra Advisory Services
Texas
$1.89M +$339K +10,569 +22%
MC
50
Moors & Cabot
Massachusetts
$1.82M +$745K +23,217 +69%