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First Trust Dow Jones Global Select Dividend Index Fund

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: 137141 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
RGF
76
Retirement Guys Formula
Ohio
$299K -$6.01K -257 -2%
FIA
77
Foundations Investment Advisors
Arizona
$299K -$106K -4,535 -27%
MSFS
78
Main Street Financial Solutions
Pennsylvania
$293K +$374 +16 +0.1%
OC
79
Oppenheimer & Co
New York
$291K
HI
80
Harbour Investments
Wisconsin
$286K -$37.5K -1,603 -12%
AAS
81
Avantax Advisory Services
Texas
$286K +$7.13K +305 +3%
PSFG
82
Park Square Financial Group
Georgia
$271K +$17.1K +733 +7%
WFAG
83
Worth Financial Advisory Group
North Carolina
$268K
PWS
84
Proactive Wealth Strategies
Georgia
$265K +$23 +1 +0%
HR
85
Howe & Rusling
New York
$264K +$6.73K +288 +3%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$261K +$93 +4 +0%
SI
87
Stephens Inc
Arkansas
$261K
PAG
88
Private Advisor Group
New Jersey
$254K -$25.3K -1,082 -9%
KPWS
89
Kestra Private Wealth Services
Texas
$253K -$2.17K -93 -0.9%
Cerity Partners
90
Cerity Partners
New York
$253K
SF
91
Slagle Financial
Illinois
$249K -$13K -558 -5%
HFP
92
Holistic Financial Partners
Indiana
$232K
OP
93
ORG Partners
Indiana
$230K -$140K -6,000 -39%
USCWA
94
U.S. Capital Wealth Advisors
Texas
$221K -$34.7K -1,485 -14%
SCA
95
Snowden Capital Advisors
New York
$220K -$4.67K -200 -2%
Jane Street
96
Jane Street
New York
$215K -$3.58M -153,133 -95%
SG
97
StoneX Group
New York
$212K +$205K +8,762 New
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$210K +$203K +8,670 New
TA
99
TFG Advisers
Michigan
$207K +$200K +8,564 New
JWCA
100
J.W. Cole Advisors
Florida
$206K +$199K +8,509 New

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.