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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
LPL Financial
1
LPL Financial
California
$87.1M +$13.6M +476,312 +19%
Wells Fargo
2
Wells Fargo
California
$64.6M +$11.8M +412,644 +22%
Ameriprise
3
Ameriprise
Minnesota
$49.2M -$2.71M -94,634 -5%
Morgan Stanley
4
Morgan Stanley
New York
$31.8M +$1.37M +47,838 +5%
FMLI
5
Fukoku Mutual Life Insurance
Japan
$30.6M
Raymond James Financial
6
Raymond James Financial
Florida
$27.9M -$5.5M -191,952 -17%
AWM
7
AE Wealth Management
Kansas
$25M +$343K +11,964 +1%
UBS Group
8
UBS Group
Switzerland
$22M +$1.75M +60,922 +9%
Bank of America
9
Bank of America
North Carolina
$16.6M +$2.96M +103,434 +22%
PNC
10
Park National Corp
Ohio
$14.8M +$1.32M +45,917 +10%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$13.9M +$1.01M +35,137 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.5M +$3.15M +109,865 +30%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.06M +$3.04M +106,042 +51%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.89M +$1.08M +37,721 +16%
FWM
15
ForthRight Wealth Management
Georgia
$5.02M -$49.8K -1,738 -1%
IWM
16
IMG Wealth Management
Florida
$4.9M +$876K +30,586 +22%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$4.87M +$245K +8,568 +5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$4.86M +$2.1M +73,218 +76%
LIA
19
Lynx Investment Advisory
District of Columbia
$4.2M -$117K -4,098 -3%
SFPG
20
Stonebridge Financial Planning Group
Florida
$4.05M +$2.4M +83,787 +147%
Stifel Financial
21
Stifel Financial
Missouri
$3.9M +$842K +29,409 +28%
SW
22
SMART Wealth
Nebraska
$3.77M +$230K +8,044 +7%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$3.55M +$1.14M +39,766 +47%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.41M +$2.74M +95,797 +423%
CP
25
Creekside Partners
California
$3.32M +$23.5K +822 +0.7%

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.