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First Trust Dow Jones Global Select Dividend Index Fund
FGD

Overview Fund Activity

146 hedge funds and large institutions have $478M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+5
Holders Change %
+3.55%
% 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
18
Increased
53
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
$32M
2
LPL Financial
LPL Financial
California
$70.4M
3
Ameriprise
Ameriprise
Minnesota
$49.8M
4
FMLI
Fukoku Mutual Life Insurance
Japan
$29.3M
5
Jane Street
Jane Street
New York
$9.69M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$50.5M
2
OMC
Old Mission Capital
Illinois
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
AWM
AE Wealth Management
Kansas
$23.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$70.4M +$18.4M +667,657 +35%
Wells Fargo
2
Wells Fargo
California
$50.5M -$2.28M -82,656 -4%
Ameriprise
3
Ameriprise
Minnesota
$49.8M +$16.3M +593,342 +49%
Raymond James Financial
4
Raymond James Financial
Florida
$32M +$26M +942,903 +428%
FMLI
5
Fukoku Mutual Life Insurance
Japan
$29.3M +$11.9M +431,000 +68%
Morgan Stanley
6
Morgan Stanley
New York
$29.2M +$1.21M +43,872 +4%
AWM
7
AE Wealth Management
Kansas
$23.6M -$1.74M -63,335 -7%
UBS Group
8
UBS Group
Switzerland
$19.4M +$2.43M +88,189 +14%
Bank of America
9
Bank of America
North Carolina
$13M +$1.55M +56,439 +14%
PNC
10
Park National Corp
Ohio
$12.9M +$1.06M +38,364 +9%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$12.3M +$7.06M +256,297 +134%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$9.94M +$6.73M +244,247 +209%
Jane Street
13
Jane Street
New York
$9.69M +$9.44M +342,864 +3,856%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.52M +$750K +27,241 +13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.76M -$295K -10,723 -5%
FWM
16
ForthRight Wealth Management
Georgia
$4.86M +$830K +30,147 +21%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$4.43M -$578K -20,970 -12%
LIA
18
Lynx Investment Advisory
District of Columbia
$4.14M -$385K -13,978 -9%
IWM
19
IMG Wealth Management
Florida
$3.85M +$3.83M +139,111 +16,660%
SW
20
SMART Wealth
Nebraska
$3.39M +$386K +14,004 +13%
CP
21
Creekside Partners
California
$3.15M +$24.6K +894 +0.8%
SPIA
22
Steward Partners Investment Advisory
New York
$3.13M -$225K -8,185 -7%
TPWM
23
Twelve Points Wealth Management
Massachusetts
$3.05M +$72.4K +2,630 +2%
Stifel Financial
24
Stifel Financial
Missouri
$2.92M +$950K +34,498 +48%
OL
25
Owen LaRue
Kentucky
$2.8M +$2.8M +101,700 New
1
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