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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
CIA
51
Concurrent Investment Advisors
Florida
$1.06M +$32.5K +1,133 +3%
SEI Investments
52
SEI Investments
Pennsylvania
$1.02M +$125K +4,380 +14%
BEI
53
Benjamin Edwards Inc
Missouri
$1M +$391K +13,636 +64%
MC
54
Moors & Cabot
Massachusetts
$942K +$153K +5,338 +19%
WA
55
Waverly Advisors
Alabama
$878K +$28.1K +982 +3%
MML Investors Services
56
MML Investors Services
Massachusetts
$863K +$491K +17,138 +133%
IP
57
Intellectus Partners
California
$842K +$2.15K +75 +0.3%
SPC
58
Sigma Planning Corp
Michigan
$825K -$580K -20,255 -41%
CF
59
Collier Financial
Colorado
$810K +$807K +28,167 New
TCM
60
Triumph Capital Management
Colorado
$750K -$4.75K -166 -0.6%
WWM
61
Western Wealth Management
Colorado
$740K +$56.1K +1,958 +8%
DI
62
DDFG Inc
California
$684K +$1K +35 +0.1%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$654K +$126K +4,399 +24%
HighTower Advisors
64
HighTower Advisors
Illinois
$653K -$10K -349 -2%
GIA
65
Gladstone Institutional Advisory
Florida
$616K -$3.47K -121 -0.6%
CIAS
66
Capital Investment Advisory Services
North Carolina
$614K -$36.5K -1,275 -6%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$613K +$611K +21,338 New
SWP
68
Stratos Wealth Partners
Ohio
$609K +$149K +5,185 +32%
HI
69
Harbour Investments
Wisconsin
$548K +$207K +7,240 +61%
Mariner
70
Mariner
Kansas
$544K +$159K +5,561 +42%
Comerica Bank
71
Comerica Bank
Texas
$542K -$17.9K -626 -3%
SF
72
Synovus Financial
Georgia
$541K +$539K +18,809 New
ACM
73
Advisors Capital Management
New Jersey
$539K
Q1WB
74
Quest 10 Wealth Builders
Virginia
$519K -$79.3K -2,768 -13%
SW
75
Simplicity Wealth
New Jersey
$516K -$245K -8,538 -32%

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.