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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
Wells Fargo
1
Wells Fargo
California
$46.4M -$219K -9,376 -0.5%
LPL Financial
2
LPL Financial
California
$45.7M +$6.48M +277,327 +17%
Ameriprise
3
Ameriprise
Minnesota
$29.4M +$19.5M +833,358 +219%
Morgan Stanley
4
Morgan Stanley
New York
$24.6M +$415K +17,750 +2%
AWM
5
AE Wealth Management
Kansas
$22.3M +$142K +6,072 +0.7%
FMLI
6
Fukoku Mutual Life Insurance
Japan
$15.3M
UBS Group
7
UBS Group
Switzerland
$14.9M +$126K +5,413 +0.9%
PNC
8
Park National Corp
Ohio
$10.4M +$226K +9,677 +2%
Bank of America
9
Bank of America
North Carolina
$10.1M -$1.57M -67,060 -14%
Raymond James Financial
10
Raymond James Financial
Florida
$5.33M -$58K -2,484 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.32M -$93.5K -3,999 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.07M -$2.08M -88,919 -30%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$4.63M +$1.62M +69,525 +57%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$4.4M -$17.5K -750 -0.4%
LIA
15
Lynx Investment Advisory
District of Columbia
$3.97M -$205K -8,786 -5%
FWM
16
ForthRight Wealth Management
Georgia
$3.54M +$16.1K +691 +0.5%
SPIA
17
Steward Partners Investment Advisory
New York
$2.95M +$86.3K +3,694 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.82M -$280K -11,994 -9%
CP
19
Creekside Partners
California
$2.75M +$5.12K +219 +0.2%
SW
20
SMART Wealth
Nebraska
$2.64M +$118K +5,051 +5%
TPWM
21
Twelve Points Wealth Management
Massachusetts
$2.62M -$73.4K -3,140 -3%
BOSSRA
22
B.O.S.S. Retirement Advisors
Utah
$2.6M -$46.4K -1,984 -2%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$2.44M -$15.2K -652 -0.6%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$2.17M -$388K -16,595 -16%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.11M +$1.33M +56,840 +188%

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.