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First Trust Dow Jones Global Select Dividend Index Fund
FGD

Overview Fund Activity

128 hedge funds and large institutions have $382M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
43
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$30.4M
2
Wells Fargo
2
Wells Fargo
California
$44.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$63.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.63M
5
ECA
5
Elevated Capital Advisors
Utah
$1.06M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$0
2
Jane Street
2
Jane Street
New York
$10.8M
3
LPL Financial
3
LPL Financial
California
$31.6M
4
OMC
4
Old Mission Capital
Illinois
$1.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$33.4M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$63.6M 2,965,415 +198,220 +7%
Wells Fargo
2
Wells Fargo
California
$44.5M 2,075,519 +293,238 +16%
Morgan Stanley
3
Morgan Stanley
New York
$33.4M 1,557,440 -63,510 -4%
LPL Financial
4
LPL Financial
California
$31.6M 1,472,390 -122,076 -8%
Ameriprise
5
Ameriprise
Minnesota
$30.4M 1,417,723 +839,885 +145%
AWM
6
AE Wealth Management
Kansas
$24.5M 1,140,930 +29,321 +3%
UBS Group
7
UBS Group
Switzerland
$22.5M 1,050,153 -10,279 -1%
FMLI
8
Fukoku Mutual Life Insurance
Japan
$13.6M 632,000 – –
Bank of America
9
Bank of America
North Carolina
$11.4M 529,791 +38,986 +8%
Jane Street
10
Jane Street
New York
$10.8M 503,282 -133,613 -21%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.63M 309,189 +53,280 +21%
PNC
12
Park National Corp
Ohio
$5.92M 276,196 +107 +0%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$4.12M 192,392 +25,032 +15%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$3.8M 177,287 -3,204 -2%
RJA
15
Raymond James & Associates
Florida
$3.75M 174,973 -4,087 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.59M 167,645 -21,094 -11%
FWM
17
ForthRight Wealth Management
Georgia
$3.29M 153,505 -11,428 -7%
PAG
18
Private Advisor Group
New Jersey
$3.27M 152,629 +24,922 +20%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.09M 144,106 +4,418 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.88M 134,362 +10,456 +8%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$2.65M 123,379 +1,243 +1%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.46M 114,777 +16,612 +17%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.45M 114,364 -9,417 -8%
Stifel Financial
24
Stifel Financial
Missouri
$2.38M 111,154 +28,880 +35%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.34M 109,150 +18,087 +20%
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