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First Trust Dow Jones Global Select Dividend Index Fund

173 hedge funds and large institutions have $628M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 42

16% more capital invested

Capital invested by funds: $544M → $628M (+$84.8M)

8% more funds holding

Funds holding: 160173 (+13)

0.84% more ownership

Funds ownership: 61.5%62.34% (+0.84%)

Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
24
Increased
79
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
76
Capital Investment Advisory Services
North Carolina
$620K -$26.6K -900 -4%
KPWS
77
Kestra Private Wealth Services
Texas
$613K +$172K +5,827 +40%
PFPG
78
Pinnacle Financial Partners (Georgia)
Georgia
$605K +$591K +19,980 New
Comerica Bank
79
Comerica Bank
Texas
$597K +$25.7K +869 +5%
RW
80
Rockport Wealth
Ohio
$573K +$43.5K +1,471 +8%
ACM
81
Advisors Capital Management
New Jersey
$567K
HI
82
Harbour Investments
Wisconsin
$550K -$26.6K -901 -5%
FFA
83
Farther Finance Advisors
California
$543K +$50.4K +1,703 +10%
SW
84
Simplicity Wealth
New Jersey
$539K -$4.32K -146 -0.8%
Q1WB
85
Quest 10 Wealth Builders
Virginia
$517K -$29.3K -990 -5%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$504K +$50.6K +1,711 +11%
BCI
87
Brinker Capital Investments
Pennsylvania
$486K -$18.2K -614 -4%
PTC
88
Private Trust Company
Ohio
$473K +$2.93K +99 +0.6%
HAG
89
HighPoint Advisor Group
Illinois
$444K +$434K +14,674 New
HR
90
Howe & Rusling
New York
$440K +$15.9K +538 +4%
CAS
91
Coppell Advisory Solutions
Texas
$424K -$58.5K -1,977 -12%
IA
92
IFP Advisors
Florida
$413K +$155K +5,257 +63%
AWM
93
Apollon Wealth Management
South Carolina
$388K +$379K +12,814 New
NA
94
NewEdge Advisors
Louisiana
$384K +$2.81K +95 +0.8%
SAM
95
Synergy Asset Management
Washington
$383K +$374K +12,639 New
BWA
96
BlueChip Wealth Advisors
Georgia
$372K
FIA
97
Foundations Investment Advisors
Arizona
$370K +$1.45K +49 +0.4%
RGF
98
Retirement Guys Formula
Ohio
$366K +$5.41K +183 +2%
IA
99
IFG Advisory
Georgia
$353K +$81.5K +2,757 +31%
OP
100
ORG Partners
Indiana
$340K