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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
IA
101
IFP Advisors
Florida
$203K
FWM
102
FLP Wealth Management
Arkansas
$201K +$5.45K +233 +3%
AIC
103
Archer Investment Corporation
Indiana
$187K
T
104
Transce3nd
Texas
$107K +$4.37K +187 +4%
SSB
105
Sandy Spring Bank
Maryland
$90.4K +$397 +17 +0.5%
GTAM
106
Global Trust Asset Management
Florida
$72.1K -$11.7K -500 -14%
JP Morgan Chase
107
JP Morgan Chase
New York
$70.9K
PS
108
Principal Securities
Iowa
$65.2K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$56.6K -$9.84K -421 -15%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.7K
PB
111
Pinnacle Bancorp
Nebraska
$50.8K
AIP
112
Ameritas Investment Partners
Nebraska
$48.6K -$6.19K -265 -12%
WTC
113
WhitTier Trust Company
Nevada
$48.4K
CBT
114
Crews Bank & Trust
Florida
$40.4K
RIL
115
Rothschild Investment LLC
Illinois
$36.1K
PA
116
Pineridge Advisors
Missouri
$32.9K -$6.73K -288 -17%
SS
117
SBI Securities
Japan
$27.1K +$771 +33 +3%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$26K -$19.7K -843 -44%
IWM
119
IMG Wealth Management
Florida
$20.2K -$2.17K -93 -10%
NA
120
NewEdge Advisors
Louisiana
$17.5K +$5.28K +226 +45%
Citigroup
121
Citigroup
New York
$16.9K
GWM
122
Geneos Wealth Management
Colorado
$16.9K +$8.18K +350 +100%
T
123
Tidemark
California
$16.8K
ACA
124
Aptus Capital Advisors
Alabama
$14.9K
GWANC
125
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.9K

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.