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First Trust Dow Jones Global Select Dividend Index Fund
FGD

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: 149 → 160 (+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: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$13.6M
2
Wells Fargo
Wells Fargo
California
+$11.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.15M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.04M
5
Bank of America
Bank of America
North Carolina
+$2.96M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.81M
2
Raymond James Financial
Raymond James Financial
Florida
-$5.5M
3
Ameriprise
Ameriprise
Minnesota
-$2.71M
4
RA
RiverTree Advisors
Florida
-$1.5M
5
LMKC
L.M. Kohn & Company
Ohio
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
101
Worth Financial Advisory Group
North Carolina
$290K -$28.6K -1,000 -9%
WI
102
Westbourne Investments
Virginia
$287K +$284K +9,900 New
Cerity Partners
103
Cerity Partners
New York
$280K -$6.3K -220 -2%
HFP
104
Holistic Financial Partners
Indiana
$275K – – –
RA
105
RFG Advisory
Alabama
$273K +$272K +9,509 New
SCA
106
Snowden Capital Advisors
New York
$262K – – –
FWM
107
FLP Wealth Management
Arkansas
$257K -$10.8K -377 -4%
IA
108
IFG Advisory
Georgia
$256K +$256K +8,919 New
SF
109
Slagle Financial
Illinois
$243K -$20.1K -702 -8%
IA
110
IFP Advisors
Florida
$241K – – –
IG
111
IFS Group
Pennsylvania
$231K +$229K +8,001 New
AIC
112
Archer Investment Corporation
Indiana
$222K – – –
USCWA
113
U.S. Capital Wealth Advisors
Texas
$219K -$43K -1,500 -16%
WANY
114
Wealthspire Advisors (New York)
New York
$215K – – –
NG
115
Novem Group
New York
$212K -$3.21K -112 -1%
CA
116
Claro Advisors
Massachusetts
$212K – – –
Fidelity Investments
117
Fidelity Investments
Massachusetts
$196K +$122K +4,260 +168%
CI
118
CX Institutional
Indiana
$181K +$180K +6,283 New
FGAM
119
Financial Gravity Asset Management
Texas
$159K +$158K +5,522 New
SS
120
Sunbelt Securities
Texas
$151K +$150K +5,250 New
AUB
121
Atlantic Union Bankshares
Virginia
$139K +$30K +1,046 +28%
RFP
122
Root Financial Partners
California
$133K +$133K +4,642 New
GTAM
123
Global Trust Asset Management
Florida
$85.7K – – –
TCM
124
TD Capital Management
Tennessee
$67.5K +$67.2K +2,347 New
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65K – – –
3 4
5
6 7

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.