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First Trust Dow Jones Global Select Dividend Index Fund (FGD) Institutional Ownership

First Trust Dow Jones Global Select Dividend Index Fund logo
$33.03 +0.13 (+0.40%)
Closing price 07/13/2026 04:10 PM Eastern
Extended Trading
$33.02 -0.02 (-0.05%)
As of 07/13/2026 06:23 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for First Trust Dow Jones Global Select Dividend Index Fund (NYSEARCA:FGD)

Number of
Institutional Buyers
(last 12 months)
117
Total
Institutional Inflows
(last 12 months)
$233.23M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$20.92M
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Skip Chart & View Institutional Buying and Selling Data

FGD Institutional Buying and Selling by Quarter

First Trust Dow Jones Global Select Dividend Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Focus Financial Network Inc.389,682$12.47M0.4%N/A0.884%
7/8/2026 First Heartland Consultants Inc.38,284$1.23M0.1%N/A0.087%
7/6/2026 Hobart Private Capital LLC96,227$3.08M0.5%+6.4%0.219%
7/6/2026 Trilogy Capital Inc.8,161$261K0.0%N/A0.019%
6/18/2026Western Wealth Management LLC31,768$1.01M0.0%-2.4%0.077%
6/3/2026NewEdge Advisors LLC20,105$642K0.0%+58.3%0.049%
5/19/2026Western Wealth Management LLC31,768$1.01M0.0%-2.4%0.077%
5/19/2026NewEdge Advisors LLC11,987$383K0.0%-5.6%0.029%
5/19/2026Bank of America Corp DE1,147,241$36.63M0.0%+68.3%2.781%
5/19/2026IFS Group LLC7,951$254K0.2%N/A0.019%
5/18/2026Sunbelt Securities Inc.15,607$498K0.0%+73.4%0.038%
5/18/2026Royal Bank of Canada499,243$15.94M0.0%+23.1%1.210%
5/16/2026IMG Wealth Management Inc.192,604$6.15M3.9%-1.5%0.467%
5/15/2026Gateway Wealth Partners LLC198,026$6.32M0.2%+147.8%0.480%
5/15/2026Waverly Advisors LLC32,377$1.03M0.0%+6.9%0.078%
5/14/2026Compound Planning Inc.19,502$623K0.0%N/A0.047%
5/14/2026Sei Investments Co.45,276$1.45M0.0%+30.2%0.110%
5/13/2026Cetera Investment Advisers380,543$12.15M0.0%+27.5%0.923%
5/7/2026Legacy Wealth Managment LLC ID29,238$934K0.5%N/A0.071%
5/5/2026Rockport Wealth LLC17,294$552K0.1%-8.7%0.042%
5/5/2026D.A. Davidson & CO.66,723$2.13M0.0%+14.9%0.162%
5/5/2026Geneos Wealth Management Inc.6,018$192K0.0%+813.2%0.015%
5/5/2026Sanctuary Advisors LLC27,066$864K0.0%+6.4%0.066%
5/5/2026Sigma Planning Corp45,003$1.44M0.0%-3.1%0.109%
5/2/2026International Assets Investment Management LLC9,768$313K0.0%+17.6%0.024%
5/1/2026Fifth Third Bancorp19,881$635K0.0%N/A0.048%
5/1/2026Rossmore Private Capital3,200$102K0.0%N/A0.008%
5/1/2026Simplicity Wealth LLC20,258$647K0.0%+13.9%0.049%
4/30/2026Elevated Capital Advisors LLC40,656$1.30M0.3%-11.7%0.099%
4/30/2026Kestra Advisory Services LLC59,048$1.89M0.0%+21.8%0.144%
4/29/2026Centerpoint Advisory Group6,516$208K0.2%N/A0.016%
4/28/2026Stephens Inc. AR20,092$642K0.0%+86.6%0.049%
4/28/2026B.O.S.S. Retirement Advisors LLC16,069$513K0.2%-32.1%0.039%
4/28/2026Raleigh Capital Management Inc.3,947$126K0.0%+30.2%0.010%
4/28/2026Howe & Rusling Inc.17,952$573K0.0%+23.4%0.044%
4/27/2026Private Advisor Group LLC6,508$208K0.0%N/A0.016%
4/24/2026Bellevue Asset Management LLC85,457$2.73M1.4%N/A0.210%
4/24/2026SMART Wealth LLC112,125$3.58M1.0%-9.5%0.275%
4/22/2026Janney Montgomery Scott LLC521,486$16.65M0.0%+0.2%1.280%
4/21/2026LifeWealth Investments LLC18,178$580K0.2%-27.8%0.045%
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4/20/2026RFG Advisory LLC11,334$362K0.0%+30.8%0.028%
4/17/2026WealthBridge Capital Management LLC86,237$2.75M0.6%+12.9%0.213%
4/17/2026Cottonwood Capital Advisors LLC40,091$1.28M0.9%-1.5%0.099%
4/16/2026Lee Johnson Capital Management LLC12,471$398K0.1%N/A0.031%
4/16/2026Park National Corp OH546,216$17.44M0.5%+3.5%1.350%
3/17/2026Rockefeller Capital Management L.P.16,642$504K0.0%+11.5%0.048%
2/20/2026Sunbelt Securities Inc.9,000$272K0.0%+71.4%0.026%
2/18/2026CacheTech Inc.37,635$1.14M0.2%N/A0.108%
2/18/2026Main Street Financial Solutions LLC10,964$332K0.0%-6.3%0.032%
2/17/2026Cetera Investment Advisers298,568$9.04M0.0%+76.7%0.858%
2/17/2026Equitable Holdings Inc.75,263$2.28M0.0%+0.6%0.216%
2/17/2026Osaic Holdings Inc.95,049$2.88M0.0%-9.7%0.273%
2/17/2026&PARTNERS41,712$1.26M0.0%+9.5%0.120%
2/17/2026Royal Bank of Canada405,525$12.28M0.0%+47.8%1.165%
2/17/2026Howe & Rusling Inc.14,552$440K0.0%+3.8%0.042%
2/16/2026MML Investors Services LLC26,925$815K0.0%-10.3%0.077%
2/16/2026Mariner LLC21,830$661K0.0%+15.3%0.063%
2/13/2026Kestra Advisory Services LLC48,479$1.47M0.0%+5.7%0.139%
2/13/2026Stifel Financial Corp99,875$3.02M0.0%-26.3%0.287%
2/13/2026Creekside Partners116,459$3.53M1.5%+0.9%0.335%
2/13/2026Wells Fargo & Company MN2,671,359$80.86M0.0%+18.8%7.676%
2/12/2026Jane Street Group LLC289,839$8.77M0.0%+266.8%0.833%
2/12/2026Orion Porfolio Solutions LLC16,059$486K0.0%-3.7%0.046%
2/12/2026Triumph Capital Management27,204$823K0.2%+4.3%0.078%
2/12/2026Commonwealth Equity Services LLC436,628$13.22M0.0%-7.3%1.255%
2/12/2026Steward Partners Investment Advisory LLC113,046$3.42M0.0%-0.5%0.325%
2/12/2026Mission Creek Capital Partners Inc.56,556$1.71M0.3%-3.2%0.163%
2/12/2026CIBC Private Wealth Group LLC22,756$689K0.0%+28.8%0.065%
2/11/2026Gateway Wealth Partners LLC79,903$2.42M0.3%+46.5%0.230%
2/11/2026Janney Montgomery Scott LLC520,310$15.75M0.0%+7.7%1.495%
2/11/2026LPL Financial LLC3,336,298$100.99M0.0%+10.1%9.587%
2/11/2026Hilton Head Capital Partners LLC1,250$38K0.0%N/A0.004%
2/10/2026Northwestern Mutual Wealth Management Co.112,596$3.41M0.0%+82.0%0.324%
2/10/2026Moors & Cabot Inc.33,882$1.03M0.0%+3.5%0.097%
2/10/2026IFG Advisory LLC11,676$353K0.0%+30.9%0.034%
2/9/2026Harbour Investments Inc.18,159$550K0.0%-4.7%0.052%
2/6/2026Lloyd Advisory Services LLC.967$29K0.0%N/A0.003%
2/6/2026Kingdom Financial Group LLC.10,164$308K0.1%N/A0.029%
2/6/2026Signature Estate & Investment Advisors LLC7,253$220K0.0%N/A0.021%
2/6/2026IFP Advisors Inc13,640$413K0.0%+62.7%0.039%
2/6/2026PNC Financial Services Group Inc.206,170$6.24M0.0%+21.8%0.592%
2/6/2026HighTower Advisors LLC22,314$675K0.0%-1.8%0.064%
2/6/2026Envestnet Portfolio Solutions Inc.28,118$851K0.0%+31.8%0.081%
2/6/2026Rockport Wealth LLC18,943$573K0.1%+8.4%0.054%
2/5/2026IMG Wealth Management Inc.195,595$5.92M3.8%+14.7%0.562%
2/5/2026Northwestern Mutual Wealth Management Co.427,236$12.93M0.0%+590.6%1.228%
2/5/2026Stonebridge Financial Planning Group LLC191,213$5.79M2.1%+35.8%0.549%
2/3/2026International Assets Investment Management LLC8,306$251K0.0%N/A0.024%
2/3/2026RFG Advisory LLC8,662$262K0.0%-8.9%0.025%
2/2/2026Truist Financial Corp52,166$1.58M0.0%+16.0%0.153%
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2/2/2026FSA Advisors Inc.7,294$221K0.0%N/A0.021%
2/2/2026B.O.S.S. Retirement Advisors LLC23,670$717K0.2%-69.2%0.070%
2/2/2026Benjamin Edwards Inc.36,616$1.11M0.0%+5.3%0.108%
2/2/2026Oppenheimer & Co. Inc.23,181$702K0.0%+92.7%0.068%
1/30/2026Sigma Planning Corp46,465$1.41M0.0%+61.9%0.137%
1/30/2026Turning Point Benefit Group Inc.2,336$71K0.0%+24.9%0.007%
1/30/2026Archer Investment Corp9,264$280K0.1%+20.1%0.027%
1/29/2026Comerica Bank19,718$597K0.0%+4.6%0.058%
1/29/2026D.A. Davidson & CO.58,078$1.76M0.0%+5.4%0.171%
1/29/2026Kestra Private Wealth Services LLC20,256$613K0.0%+40.4%0.060%


FGD Institutional Ownership - Frequently Asked Questions

During the previous two years, 167 institutional investors and hedge funds held shares of First Trust Dow Jones Global Select Dividend Index Fund. The most heavily invested institutionals were LPL Financial LLC ($100.99M), Wells Fargo & Company MN ($80.86M), Ameriprise Financial Inc. ($49.22M), Bank of America Corp DE ($36.63M), FUKOKU MUTUAL LIFE INSURANCE Co ($29.28M), Raymond James Financial Inc. ($27.92M), and AE Wealth Management LLC ($26.80M).Learn more on First Trust Dow Jones Global Select Dividend Index Fund's institutional investors.

Of the 145 institutional investors that purchased First Trust Dow Jones Global Select Dividend Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.39M), Wells Fargo & Company MN ($932.83K), LPL Financial LLC ($735.73K), Jane Street Group LLC ($715.72K), Bank of America Corp DE ($679.61K), Ameriprise Financial Inc. ($593.34K), and FUKOKU MUTUAL LIFE INSURANCE Co ($431K).

Institutional investors have bought a total of 7,963,916 shares in the last 24 months. This purchase volume represents approximately $233.23M in transactions.

Of the 51 institutional investors that sold First Trust Dow Jones Global Select Dividend Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Inc. ($191.95K), Ameriprise Financial Inc. ($94.63K), B.O.S.S. Retirement Advisors LLC ($91.36K), AE Wealth Management LLC ($63.34K), Stifel Financial Corp ($35.69K), Commonwealth Equity Services LLC ($34.15K), and Northwestern Mutual Wealth Management Co. ($27.87K).

Institutional investors have sold a total of 720,290 shares in the last 24 months. This volume of shares sold represents approximately $20.92M in transactions.


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This page (NYSEARCA:FGD) was last updated on 7/14/2026 by MarketBeat.com Staff.
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