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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
VWM
126
Vermillion Wealth Management
Minnesota
$10.7K
MCM
127
MAI Capital Management
Ohio
$8.98K
LC
128
Luminist Capital
Michigan
$7.22K
FWP
129
FAS Wealth Partners
Kansas
$6.54K
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$5.03K
1IA
131
1620 Investment Advisors
Massachusetts
$4.84K
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$4.84K +$4.67K +200 New
AF
133
Advisornet Financial
Minnesota
$3.8K -$75K -3,211 -95%
PP
134
PFS Partners
New Jersey
$3.15K +$3.04K +130 New
GSWM
135
Golden State Wealth Management
California
$2.69K +$93 +4 +4%
EWA
136
EverSource Wealth Advisors
Alabama
$2.42K
NMG
137
New Millennium Group
Utah
$1.69K
SCM
138
Sterling Capital Management
North Carolina
$1.4K +$164 +7 +14%
TFA
139
Transamerica Financial Advisors
Florida
$1K
BC
140
Barrett & Company
Rhode Island
$944 -$3.65K -156 -80%
AssetMark Inc
141
AssetMark Inc
California
$97
AWA
142
Authentikos Wealth Advisory
California
-$453K -20,362 Closed
HF
143
HRT Financial
New York
-$306K -13,799 Closed
CL
144
Choreo LLC
Illinois
-$294K -13,186 Closed
TWP
145
Triad Wealth Partners
Kansas
-$280K -12,569 Closed
FAIM
146
Financial Advocates Investment Management
Washington
-$271K -12,204 Closed
PPWM
147
PFG Private Wealth Management
Florida
-$47.4K -2,133 Closed
CAS
148
Coppell Advisory Solutions
Texas
-$21.2K -956 Closed

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.