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First Trust Dow Jones Global Select Dividend Index Fund
FGD

141 hedge funds and large institutions have $326M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $273M → $326M (+$52.5M)

11% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 45

3% more funds holding

Funds holding: 137 → 141 (+4)

2.77% more ownership

Funds ownership: 52.07% → 54.84% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
141
Holders Change
+4
Holders Change %
+2.92%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
50
Reduced
45
Closed
7
Calls
$624K
Puts
–
Net Calls
+$624K
Net Calls Change
+$539K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$19.5M
2
LPL Financial
LPL Financial
California
+$6.48M
3
OMC
Old Mission Capital
Illinois
+$1.83M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.62M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.58M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.08M
3
Bank of America
Bank of America
North Carolina
-$1.57M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$918K
5
AWA
Authentikos Wealth Advisory
California
-$453K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
51
Waverly Advisors
Alabama
$670K -$13.6K -581 -2%
TCM
52
Triumph Capital Management
Colorado
$638K – – –
HighTower Advisors
53
HighTower Advisors
Illinois
$622K -$37K -1,583 -6%
CIAS
54
Capital Investment Advisory Services
North Carolina
$590K -$53.7K -2,300 -9%
CF
55
Collier Financial
Colorado
$586K +$566K +24,221 New
DI
56
DDFG Inc
California
$582K -$16.1K -688 -3%
Q1WB
57
Quest 10 Wealth Builders
Virginia
$564K +$7.57K +324 +1%
RW
58
Rockport Wealth
Ohio
$524K +$62.8K +2,686 +14%
Comerica Bank
59
Comerica Bank
Texas
$472K -$7.24K -310 -2%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$472K +$127K +5,445 +39%
BEI
61
Benjamin Edwards Inc
Missouri
$465K +$136K +5,813 +43%
ACM
62
Advisors Capital Management
New Jersey
$454K – – –
WWM
63
Western Wealth Management
Colorado
$408K +$3.44K +147 +0.9%
SW
64
Simplicity Wealth
New Jersey
$399K +$385K +16,481 New
GWSG
65
GPS Wealth Strategies Group
Colorado
$394K +$27.2K +1,166 +8%
FFA
66
Farther Finance Advisors
California
$389K +$308K +13,193 +472%
PTC
67
Private Trust Company
Ohio
$376K +$107K +4,575 +42%
SWP
68
Stratos Wealth Partners
Ohio
$356K +$13.9K +596 +4%
Mariner
69
Mariner
Kansas
$338K – – –
MTC
70
Matrix Trust Company
Colorado
$332K +$71K +3,037 +28%
VCM
71
Virtue Capital Management
Tennessee
$331K +$319K +13,669 New
BWA
72
BlueChip Wealth Advisors
Georgia
$330K – – –
NS
73
NBC Securities
Alabama
$326K +$315K +13,469 +103,608%
FTUS
74
Flow Traders U.S.
New York
$322K +$311K +13,325 New
GIA
75
Gladstone Institutional Advisory
Florida
$312K +$301K +12,883 New
1 2
3
4 5

FGD Hedge Fund Activity: Q1 2025 in Review

141 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q1 2025, worth a combined $326M — up 19% from $273M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FGD positions and 7 closed out — a net gain of 6 holders — while 50 added to existing stakes and 45 trimmed.

The largest buyer was Ameriprise, adding an estimated $19.5M. The largest seller was Jane Street, cutting an estimated $3.58M.

  • 141 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q1 2025, up from 137 in Q4 2024.
  • Funds reported $326M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q1 2025, up 19% quarter-over-quarter.
  • 13 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q1 2025 and 7 closed out, a net change of +6 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q1 2025 was Ameriprise, an estimated $19.5M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q1 2025 was Jane Street, an estimated $3.58M sold.

Based on aggregated 13F filings for Q1 2025.