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First Trust Dow Jones Global Select Dividend Index Fund

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: 149160 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$5.75K
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$5.32K +$5.3K +185 New
GA
153
Guerra Advisors
Florida
$3.91K +$3.9K +136 New
GSWM
154
Golden State Wealth Management
California
$3.02K +$29 +1 +1%
EWA
155
EverSource Wealth Advisors
Alabama
$2.88K
WWA
156
Wealth Watch Advisors
Colorado
$2.16K +$2.15K +75 New
NMG
157
New Millennium Group
Utah
$2.01K
SCM
158
Sterling Capital Management
North Carolina
$1.26K -$143 -5 -10%
TFA
159
Transamerica Financial Advisors
Florida
$661
AssetMark Inc
160
AssetMark Inc
California
$115
RA
161
RiverTree Advisors
Florida
-$1.5M -54,358 Closed
LMKC
162
L.M. Kohn & Company
Ohio
-$1.21M -44,086 Closed
GS
163
GTS Securities
New York
-$488K -17,725 Closed
FAIM
164
Financial Advocates Investment Management
Washington
-$302K -10,950 Closed
PSFG
165
Park Square Financial Group
Georgia
-$286K -10,372 Closed
PAG
166
Private Advisor Group
New Jersey
-$249K -9,056 Closed
IFG
167
Independent Financial Group
California
-$212K -7,712 Closed
T
168
Transce3nd
Texas
-$113K -4,089 Closed
GWANC
169
Guardian Wealth Advisors (North Carolina)
North Carolina
-$17K -616 Closed
MAWAG
170
Mid-American Wealth Advisory Group
Missouri
-$10.7K -389 Closed
PP
171
PFS Partners
New Jersey
-$3.58K -130 Closed

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.