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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
CA
126
Claro Advisors
Massachusetts
$217K -$6.12K -207 -3%
PI
127
PFG Investments
New York
$210K +$205K +6,935 New
CI
128
CX Institutional
Indiana
$190K -$473 -16 -0.3%
AUB
129
Atlantic Union Bankshares
Virginia
$149K +$2.42K +82 +2%
RFP
130
Root Financial Partners
California
$135K -$5.71K -193 -4%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$99K +$65.9K +2,228 +211%
RCM
132
Raleigh Capital Management
North Carolina
$91.8K +$78.6K +2,657 +709%
GTAM
133
Global Trust Asset Management
Florida
$82.6K -$7.39K -250 -8%
TCM
134
TD Capital Management
Tennessee
$72.5K +$1.48K +50 +2%
TPBG
135
Turning Point Benefit Group
Maryland
$70.7K +$13.8K +466 +25%
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.4K
WTC
137
WhitTier Trust Company
Nevada
$61.6K
PB
138
Pinnacle Bancorp
Nebraska
$60.5K -$2.96K -100 -5%
AIP
139
Ameritas Investment Partners
Nebraska
$52.5K -$1.77K -60 -3%
CBT
140
Crews Bank & Trust
Florida
$50.6K
SS
141
SBI Securities
Japan
$46.4K +$4.94K +167 +12%
RIL
142
Rothschild Investment LLC
Illinois
$45.1K
GRP
143
Global Retirement Partners
California
$41.9K +$296 +10 +0.7%
HHCP
144
Hilton Head Capital Partners
South Carolina
$37.8K +$37K +1,250 New
LAS
145
Lloyd Advisory Services
Georgia
$29.3K +$28.6K +967 New
NA
146
Networth Advisors
Pennsylvania
$22.7K +$22.2K +750 New
SIS
147
Sound Income Strategies
Florida
$21.8K +$20.9K +707 New
Citigroup
148
Citigroup
New York
$21.2K
GWM
149
Geneos Wealth Management
Colorado
$19.9K -$3.81K -129 -16%
T
150
Tidemark
California
$19.5K