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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
LPL Financial
1
LPL Financial
California
$70.4M +$17.1M +667,657 +35%
Wells Fargo
2
Wells Fargo
California
$50.5M -$2.12M -82,656 -4%
Ameriprise
3
Ameriprise
Minnesota
$49.8M +$15.2M +593,342 +49%
Raymond James Financial
4
Raymond James Financial
Florida
$32M +$24.1M +942,903 +428%
FMLI
5
Fukoku Mutual Life Insurance
Japan
$29.3M +$11M +431,000 +68%
Morgan Stanley
6
Morgan Stanley
New York
$29.2M +$1.12M +43,872 +4%
AWM
7
AE Wealth Management
Kansas
$23.6M -$1.62M -63,335 -7%
UBS Group
8
UBS Group
Switzerland
$19.4M +$2.26M +88,189 +14%
Bank of America
9
Bank of America
North Carolina
$13M +$1.45M +56,439 +14%
PNC
10
Park National Corp
Ohio
$12.9M +$982K +38,364 +9%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$12.3M +$6.56M +256,297 +134%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$9.94M +$6.25M +244,247 +209%
Jane Street
13
Jane Street
New York
$9.69M +$8.78M +342,864 +3,856%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.52M +$698K +27,241 +13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.76M -$275K -10,723 -5%
FWM
16
ForthRight Wealth Management
Georgia
$4.86M +$772K +30,147 +21%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$4.43M -$537K -20,970 -12%
LIA
18
Lynx Investment Advisory
District of Columbia
$4.14M -$358K -13,978 -9%
IWM
19
IMG Wealth Management
Florida
$3.85M +$3.56M +139,111 +16,660%
SW
20
SMART Wealth
Nebraska
$3.39M +$359K +14,004 +13%
CP
21
Creekside Partners
California
$3.15M +$22.9K +894 +0.8%
SPIA
22
Steward Partners Investment Advisory
New York
$3.13M -$210K -8,185 -7%
TPWM
23
Twelve Points Wealth Management
Massachusetts
$3.05M +$67.3K +2,630 +2%
Stifel Financial
24
Stifel Financial
Missouri
$2.92M +$883K +34,498 +48%
OL
25
Owen LaRue
Kentucky
$2.8M +$2.6M +101,700 New

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.