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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
KPWS
76
Kestra Private Wealth Services
Texas
$397K +$101K +3,949 +38%
Creative Planning
77
Creative Planning
Kansas
$395K -$354K -13,811 -49%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$385K +$82.5K +3,223 +30%
MTC
79
Matrix Trust Company
Colorado
$381K +$2.33K +91 +0.7%
BWA
80
BlueChip Wealth Advisors
Georgia
$375K
Mariner
81
Mariner
Kansas
$368K -$15.1K -588 -4%
NS
82
NBC Securities
Alabama
$367K -$3.38K -132 -1%
MML Investors Services
83
MML Investors Services
Massachusetts
$355K +$330K +12,879 New
FIA
84
Foundations Investment Advisors
Arizona
$346K +$5.76K +225 +2%
MSFS
85
Main Street Financial Solutions
Pennsylvania
$337K +$3.71K +145 +1%
OC
86
Oppenheimer & Co
New York
$331K
HI
87
Harbour Investments
Wisconsin
$326K +$102 +4 +0%
RGF
88
Retirement Guys Formula
Ohio
$324K -$14.7K -575 -5%
HR
89
Howe & Rusling
New York
$309K +$8.24K +322 +3%
WFAG
90
Worth Financial Advisory Group
North Carolina
$305K
PWS
91
Proactive Wealth Strategies
Georgia
$302K +$102 +4 +0%
FAIM
92
Financial Advocates Investment Management
Washington
$302K +$280K +10,950 New
SI
93
Stephens Inc
Arkansas
$296K
PSFG
94
Park Square Financial Group
Georgia
$286K -$21.4K -837 -7%
Cerity Partners
95
Cerity Partners
New York
$275K -$12.3K -479 -5%
JWCA
96
J.W. Cole Advisors
Florida
$269K +$32.3K +1,262 +15%
HFP
97
Holistic Financial Partners
Indiana
$264K
OP
98
ORG Partners
Indiana
$263K
FWM
99
FLP Wealth Management
Arkansas
$257K +$26.6K +1,037 +13%
SF
100
Slagle Financial
Illinois
$252K -$28.9K -1,130 -11%

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.