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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
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$508K +$8.02K +280 +2%
RW
77
Rockport Wealth
Ohio
$502K -$8.37K -292 -2%
BCI
78
Brinker Capital Investments
Pennsylvania
$479K +$478K +16,673 New
GWSG
79
GPS Wealth Strategies Group
Colorado
$468K +$315 +11 +0.1%
FFA
80
Farther Finance Advisors
California
$467K -$21.9K -764 -4%
CAS
81
Coppell Advisory Solutions
Texas
$457K +$456K +15,909 New
PTC
82
Private Trust Company
Ohio
$446K
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$429K +$26.9K +940 +7%
Citadel Advisors
84
Citadel Advisors
Florida
$420K +$418K +14,608 New
KPWS
85
Kestra Private Wealth Services
Texas
$415K +$773 +27 +0.2%
HR
86
Howe & Rusling
New York
$403K +$79.6K +2,778 +25%
NA
87
NewEdge Advisors
Louisiana
$362K +$132K +4,597 +57%
MTC
88
Matrix Trust Company
Colorado
$358K -$39.3K -1,372 -10%
BWA
89
BlueChip Wealth Advisors
Georgia
$353K -$38.7K -1,351 -10%
FIA
90
Foundations Investment Advisors
Arizona
$350K -$11.2K -391 -3%
OC
91
Oppenheimer & Co
New York
$346K
RGF
92
Retirement Guys Formula
Ohio
$342K +$3.81K +133 +1%
MSFS
93
Main Street Financial Solutions
Pennsylvania
$336K -$15.3K -535 -4%
LSA
94
Lion Street Advisors
Texas
$331K +$371K +12,954 New
NS
95
NBC Securities
Alabama
$328K -$55.8K -1,947 -15%
OP
96
ORG Partners
Indiana
$323K +$50.1K +1,750 +18%
AI
97
Atria Investments
North Carolina
$319K +$318K +11,101 New
PWS
98
Proactive Wealth Strategies
Georgia
$315K +$86 +3 +0%
SI
99
Stephens Inc
Arkansas
$309K
JWCA
100
J.W. Cole Advisors
Florida
$292K +$11.5K +400 +4%

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.