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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
WA
51
Waverly Advisors
Alabama
$814K +$47.5K +1,856 +7%
IP
52
Intellectus Partners
California
$804K +$20.1K +783 +3%
P
53
&Partners
Tennessee
$791K +$735K +28,710 New
Truist Financial
54
Truist Financial
North Carolina
$775K -$53.3K -2,080 -7%
MC
55
Moors & Cabot
Massachusetts
$755K +$702K +27,411 New
SW
56
Simplicity Wealth
New Jersey
$729K +$256K +9,995 +61%
TCM
57
Triumph Capital Management
Colorado
$723K -$2.56K -100 -0.4%
WWM
58
Western Wealth Management
Colorado
$655K +$177K +6,898 +41%
DI
59
DDFG Inc
California
$655K -$7.58K -296 -1%
HighTower Advisors
60
HighTower Advisors
Illinois
$635K -$67.9K -2,653 -10%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$624K -$239K -9,339 -29%
CIAS
62
Capital Investment Advisory Services
North Carolina
$624K -$44.8K -1,750 -7%
GIA
63
Gladstone Institutional Advisory
Florida
$593K +$222K +8,658 +67%
BEI
64
Benjamin Edwards Inc
Missouri
$582K +$49.5K +1,932 +10%
Q1WB
65
Quest 10 Wealth Builders
Virginia
$574K -$63.1K -2,464 -11%
Comerica Bank
66
Comerica Bank
Texas
$536K -$922 -36 -0.2%
ACM
67
Advisors Capital Management
New Jersey
$516K
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$512K -$28.4K -1,110 -6%
RW
69
Rockport Wealth
Ohio
$489K -$99.6K -3,890 -18%
GS
70
GTS Securities
New York
$488K +$454K +17,725 New
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$479K +$445K +17,394 New
FFA
72
Farther Finance Advisors
California
$468K +$26K +1,014 +6%
GWSG
73
GPS Wealth Strategies Group
Colorado
$448K +$230 +9 +0.1%
SWP
74
Stratos Wealth Partners
Ohio
$440K +$32.3K +1,261 +9%
PTC
75
Private Trust Company
Ohio
$428K

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.