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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
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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)
108
Total
Institutional Inflows
(last 12 months)
$146.19M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$17.14M
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FGD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Ameritas Advisory Services LLC10,328$330K0.0%N/A0.023%
8/22/2026 Compass Financial Management LLC6,016$204K0.0%N/A0.013%
8/22/2026 SMART Wealth LLC99,371$3.18M0.7%-11.4%0.219%
8/22/2026 Legacy Wealth Managment LLC ID30,772$984K0.4%+5.2%0.068%
8/22/2026 Concurrent Investment Advisors LLC66,822$2.14M0.0%+6.1%0.147%
8/21/2026 XML Financial LLC9,544$305K0.0%N/A0.021%
8/21/2026 Triumph Capital Management33,211$1.06M0.2%+2.8%0.073%
8/12/2026 Compass Financial Management LLC6,016$204K0.0%N/A0.013%
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%
6/18/2026 Western Wealth Management LLC31,768$1.01M0.0%-2.4%0.077%
6/3/2026 NewEdge Advisors LLC20,105$642K0.0%+58.3%0.049%
5/19/2026 Western Wealth Management LLC31,768$1.01M0.0%-2.4%0.077%
5/19/2026 NewEdge Advisors LLC11,987$383K0.0%-5.6%0.029%
5/19/2026 Bank of America Corp DE1,147,241$36.63M0.0%+68.3%2.781%
5/19/2026 IFS Group LLC7,951$254K0.2%N/A0.019%
5/18/2026Sunbelt Securities Inc.15,607$498K0.0%+73.4%0.038%
5/18/2026 Royal Bank of Canada499,243$15.94M0.0%+23.1%1.210%
5/16/2026 IMG Wealth Management Inc.192,604$6.15M3.9%-1.5%0.467%
5/15/2026 Gateway Wealth Partners LLC198,026$6.32M0.2%+147.8%0.480%
5/15/2026 Waverly Advisors LLC32,377$1.03M0.0%+6.9%0.078%
5/14/2026 Compound Planning Inc.19,502$623K0.0%N/A0.047%
5/14/2026 Sei Investments Co.45,276$1.45M0.0%+30.2%0.110%
5/13/2026 Cetera Investment Advisers380,543$12.15M0.0%+27.5%0.923%
5/7/2026 Legacy Wealth Managment LLC ID29,238$934K0.5%N/A0.071%
5/5/2026 Rockport Wealth LLC17,294$552K0.1%-8.7%0.042%
5/5/2026 D.A. Davidson & CO.66,723$2.13M0.0%+14.9%0.162%
5/5/2026 Geneos Wealth Management Inc.6,018$192K0.0%+813.2%0.015%
5/5/2026 Sanctuary Advisors LLC27,066$864K0.0%+6.4%0.066%
5/5/2026 Sigma Planning Corp45,003$1.44M0.0%-3.1%0.109%
5/2/2026 International Assets Investment Management LLC9,768$313K0.0%+17.6%0.024%
5/1/2026 Fifth Third Bancorp19,881$635K0.0%N/A0.048%
5/1/2026 Rossmore Private Capital3,200$102K0.0%N/A0.008%
5/1/2026 Simplicity Wealth LLC20,258$647K0.0%+13.9%0.049%
4/30/2026 Elevated Capital Advisors LLC40,656$1.30M0.3%-11.7%0.099%
4/30/2026 Kestra Advisory Services LLC59,048$1.89M0.0%+21.8%0.144%
4/29/2026 Centerpoint Advisory Group6,516$208K0.2%N/A0.016%
4/28/2026 Stephens Inc. AR20,092$642K0.0%+86.6%0.049%
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4/28/2026 B.O.S.S. Retirement Advisors LLC16,069$513K0.2%-32.1%0.039%
4/28/2026 Raleigh Capital Management Inc.3,947$126K0.0%+30.2%0.010%
4/28/2026 Howe & Rusling Inc.17,952$573K0.0%+23.4%0.044%
4/27/2026 Private Advisor Group LLC6,508$208K0.0%N/A0.016%
4/24/2026 Bellevue Asset Management LLC85,457$2.73M1.4%N/A0.210%
4/24/2026 SMART Wealth LLC112,125$3.58M1.0%-9.5%0.275%
4/22/2026 Janney Montgomery Scott LLC521,486$16.65M0.0%+0.2%1.280%
4/21/2026 LifeWealth Investments LLC18,178$580K0.2%-27.8%0.045%
4/20/2026 RFG Advisory LLC11,334$362K0.0%+30.8%0.028%
4/17/2026 WealthBridge Capital Management LLC86,237$2.75M0.6%+12.9%0.213%
4/17/2026 Cottonwood Capital Advisors LLC40,091$1.28M0.9%-1.5%0.099%
4/16/2026 Lee Johnson Capital Management LLC12,471$398K0.1%N/A0.031%
4/16/2026 Park National Corp OH546,216$17.44M0.5%+3.5%1.350%
3/17/2026 Rockefeller 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%
2/18/2026 CacheTech Inc.37,635$1.14M0.2%N/A0.108%
2/18/2026 Main Street Financial Solutions LLC10,964$332K0.0%-6.3%0.032%
2/17/2026 Cetera Investment Advisers298,568$9.04M0.0%+76.7%0.858%
2/17/2026 Equitable Holdings Inc.75,263$2.28M0.0%+0.6%0.216%
2/17/2026 Osaic Holdings Inc.95,049$2.88M0.0%-9.7%0.273%
2/17/2026 &PARTNERS41,712$1.26M0.0%+9.5%0.120%
2/17/2026 Royal Bank of Canada405,525$12.28M0.0%+47.8%1.165%
2/17/2026 Howe & Rusling Inc.14,552$440K0.0%+3.8%0.042%
2/16/2026 MML Investors Services LLC26,925$815K0.0%-10.3%0.077%
2/16/2026 Mariner LLC21,830$661K0.0%+15.3%0.063%
2/13/2026 Kestra Advisory Services LLC48,479$1.47M0.0%+5.7%0.139%
2/13/2026 Stifel Financial Corp99,875$3.02M0.0%-26.3%0.287%
2/13/2026 Creekside Partners116,459$3.53M1.5%+0.9%0.335%
2/13/2026 Wells Fargo & Company MN2,671,359$80.86M0.0%+18.8%7.676%
2/12/2026 Jane Street Group LLC289,839$8.77M0.0%+266.8%0.833%
2/12/2026 Orion Porfolio Solutions LLC16,059$486K0.0%-3.7%0.046%
2/12/2026 Triumph Capital Management27,204$823K0.2%+4.3%0.078%
2/12/2026 Commonwealth Equity Services LLC436,628$13.22M0.0%-7.3%1.255%
2/12/2026 Steward Partners Investment Advisory LLC113,046$3.42M0.0%-0.5%0.325%
2/12/2026 Mission 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%
2/11/2026 Gateway Wealth Partners LLC79,903$2.42M0.3%+46.5%0.230%
2/11/2026 Janney Montgomery Scott LLC520,310$15.75M0.0%+7.7%1.495%
2/11/2026 LPL Financial LLC3,336,298$100.99M0.0%+10.1%9.587%
2/11/2026 Hilton Head Capital Partners LLC1,250$38K0.0%N/A0.004%
2/10/2026 Northwestern Mutual Wealth Management Co.112,596$3.41M0.0%+82.0%0.324%
2/10/2026 Moors & Cabot Inc.33,882$1.03M0.0%+3.5%0.097%
2/10/2026 IFG Advisory LLC11,676$353K0.0%+30.9%0.034%
2/9/2026 Harbour Investments Inc.18,159$550K0.0%-4.7%0.052%
2/6/2026 Lloyd Advisory Services LLC.967$29K0.0%N/A0.003%
2/6/2026 Kingdom Financial Group LLC.10,164$308K0.1%N/A0.029%
2/6/2026 Signature Estate & Investment Advisors LLC7,253$220K0.0%N/A0.021%
2/6/2026 IFP Advisors Inc13,640$413K0.0%+62.7%0.039%
2/6/2026 PNC Financial Services Group Inc.206,170$6.24M0.0%+21.8%0.592%
2/6/2026 HighTower Advisors LLC22,314$675K0.0%-1.8%0.064%
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2/6/2026 Envestnet Portfolio Solutions Inc.28,118$851K0.0%+31.8%0.081%
2/6/2026 Rockport Wealth LLC18,943$573K0.1%+8.4%0.054%
2/5/2026 IMG Wealth Management Inc.195,595$5.92M3.8%+14.7%0.562%
2/5/2026 Northwestern Mutual Wealth Management Co.427,236$12.93M0.0%+590.6%1.228%
2/5/2026 Stonebridge Financial Planning Group LLC191,213$5.79M2.1%+35.8%0.549%
2/3/2026 International Assets Investment Management LLC8,306$251K0.0%N/A0.024%
2/3/2026 RFG Advisory LLC8,662$262K0.0%-8.9%0.025%
2/2/2026 Truist Financial Corp52,166$1.58M0.0%+16.0%0.153%
2/2/2026 FSA Advisors Inc.7,294$221K0.0%N/A0.021%
2/2/2026 B.O.S.S. Retirement Advisors LLC23,670$717K0.2%-69.2%0.070%


FGD Institutional Ownership - Frequently Asked Questions

During the previous two years, 165 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 143 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 4,797,495 shares in the last 24 months. This purchase volume represents approximately $146.19M in transactions.

Of the 42 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 ($77.35K), Stifel Financial Corp ($35.69K), Commonwealth Equity Services LLC ($34.15K), SMART Wealth LLC ($31.79K), and Northwestern Mutual Wealth Management Co. ($19.61K).

Institutional investors have sold a total of 580,870 shares in the last 24 months. This volume of shares sold represents approximately $17.14M in transactions.



Institutional ownership data for NYSEARCA:FGD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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