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First Trust Dow Jones Global Select Dividend Index Fund

191 hedge funds and large institutions have $801M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more capital invested

Capital invested by funds: $628M → $801M (+$173M)

10% more funds holding

Funds holding: 173191 (+18)

0.72% more ownership

Funds ownership: 62.34%63.06% (+0.72%)

Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
78
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$162M +$56.1M +1,749,194 +52%
Wells Fargo
2
Wells Fargo
California
$109M +$24.1M +751,362 +28%
Morgan Stanley
3
Morgan Stanley
New York
$47.8M +$12.4M +386,059 +35%
Bank of America
4
Bank of America
North Carolina
$36.6M +$14.9M +465,775 +68%
Raymond James Financial
5
Raymond James Financial
Florida
$34M -$11.9M -369,873 -26%
FMLI
6
Fukoku Mutual Life Insurance
Japan
$33.9M
UBS Group
7
UBS Group
Switzerland
$32.4M +$6.9M +215,125 +27%
Ameriprise
8
Ameriprise
Minnesota
$30.5M -$11.3M -350,887 -27%
AWM
9
AE Wealth Management
Kansas
$20.5M -$7.78M -242,447 -27%
PNC
10
Park National Corp
Ohio
$17.4M +$596K +18,567 +4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$16.7M +$37.7K +1,176 +0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$15.9M +$3.01M +93,718 +23%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$15.6M +$1.63M +50,791 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$13.2M +$1.85M +57,767 +16%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$12.2M +$2.63M +81,975 +27%
Citadel Advisors
16
Citadel Advisors
Florida
$9.1M +$7.74M +241,302 +552%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$7.27M +$694K +21,641 +10%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$7.22M +$2.34M +72,902 +46%
SFPG
19
Stonebridge Financial Planning Group
Florida
$7.06M +$957K +29,849 +16%
Jane Street
20
Jane Street
New York
$6.49M -$2.78M -86,735 -30%
GWP
21
Gateway Wealth Partners
Wisconsin
$6.32M +$3.79M +118,123 +148%
IWM
22
IMG Wealth Management
Florida
$6.15M -$95.9K -2,991 -2%
FWM
23
ForthRight Wealth Management
Georgia
$5.63M -$13.3K -415 -0.2%
Stifel Financial
24
Stifel Financial
Missouri
$4.58M +$1.4M +43,583 +44%
LIA
25
Lynx Investment Advisory
District of Columbia
$4.26M -$122K -3,802 -3%