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First Trust Dow Jones Global Select Dividend Index Fund

149 hedge funds and large institutions have $481M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

48% more capital invested

Capital invested by funds: $326M → $481M (+$156M)

34% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 41

6% more funds holding

Funds holding: 141149 (+8)

5.46% more ownership

Funds ownership: 54.84%60.31% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+8
Holders Change %
+5.67%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
55
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Pineridge Advisors
Missouri
$35K -$2.33K -91 -7%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$30K
Citigroup
128
Citigroup
New York
$19.3K
T
129
Tidemark
California
$17.8K -$1.28K -50 -7%
ACA
130
Aptus Capital Advisors
Alabama
$17K
GWANC
131
Guardian Wealth Advisors (North Carolina)
North Carolina
$17K
AAS
132
Ameritas Advisory Services
Nebraska
$16.2K +$15.1K +588 New
VWM
133
Vermillion Wealth Management
Minnesota
$12.2K
MAWAG
134
Mid-American Wealth Advisory Group
Missouri
$10.7K +$9.96K +389 New
MCM
135
MAI Capital Management
Ohio
$10.2K
GWM
136
Geneos Wealth Management
Colorado
$9.64K -$8.96K -350 -50%
LC
137
Luminist Capital
Michigan
$8.25K
FWP
138
FAS Wealth Partners
Kansas
$7.44K
AF
139
Advisornet Financial
Minnesota
$7.27K +$2.74K +107 +68%
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$5.73K
1IA
141
1620 Investment Advisors
Massachusetts
$5.51K
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$5.51K
PP
143
PFS Partners
New Jersey
$3.58K
GSWM
144
Golden State Wealth Management
California
$2.84K -$205 -8 -7%
EWA
145
EverSource Wealth Advisors
Alabama
$2.75K
NMG
146
New Millennium Group
Utah
$1.93K
SCM
147
Sterling Capital Management
North Carolina
$1.35K -$230 -9 -16%
TFA
148
Transamerica Financial Advisors
Florida
$633 -$26 -1 -4%
AssetMark Inc
149
AssetMark Inc
California
$110
OMC
150
Old Mission Capital
Illinois
-$1.9M -78,455 Closed

FGD Hedge Fund Activity: Q2 2025 in Review

149 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) for Q2 2025, worth a combined $481M — up 48% from $326M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FGD positions and 9 closed out — a net gain of 10 holders — while 55 added to existing stakes and 41 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $24.1M. The largest seller was Wells Fargo, cutting an estimated $2.12M.

  • 149 institutional investors held First Trust Dow Jones Global Select Dividend Index Fund (FGD) as of Q2 2025, up from 141 in Q1 2025.
  • Funds reported $481M of First Trust Dow Jones Global Select Dividend Index Fund stock for Q2 2025, up 48% quarter-over-quarter.
  • 19 funds opened new First Trust Dow Jones Global Select Dividend Index Fund positions in Q2 2025 and 9 closed out, a net change of +10 holders.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund buyer in Q2 2025 was Raymond James Financial, an estimated $24.1M added.
  • The largest First Trust Dow Jones Global Select Dividend Index Fund seller in Q2 2025 was Wells Fargo, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2025.