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

$23.52
-0.16 (-0.68%)
(As of 09/10/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust DJ Global Select Dividend Index Fund (NYSEARCA:FGD)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$37.17M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$42.84M
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FGD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/5/2024 Sanctuary Advisors LLC9,516$216K0.0%N/A0.039%
8/30/2024Creekside Partners117,976$2.64M1.5%N/A0.490%
8/22/2024 Cetera Investment Advisers96,878$2.16M0.0%-3.3%0.402%
8/21/2024 Truist Financial Corp37,350$834K0.0%+14.2%0.155%
8/16/2024 Northwestern Mutual Wealth Management Co.99,373$2.22M0.0%-43.4%0.412%
8/16/2024Susquehanna International Group LLP192,940$4.31M0.0%+35.8%0.801%
8/13/2024 AE Wealth Management LLC863,706$19.29M0.2%+5.5%3.584%
8/13/2024 Benjamin F. Edwards & Company Inc.9,602$214K0.0%+26.7%0.040%
8/8/2024 Envestnet Asset Management Inc.239,900$5.36M0.0%-1.4%0.995%
8/8/2024 Main Street Financial Solutions LLC12,198$272K0.0%-18.4%0.051%
8/8/2024 Trueblood Wealth Management LLC52,440$1.17M0.7%+9.7%0.218%
8/6/2024 DDFG Inc30,443$680K0.2%-6.1%0.126%
8/2/2024 Foundations Investment Advisors LLC16,262$363K0.0%-12.2%0.067%
7/31/2024Commonwealth Equity Services LLC117,668$2.63M0.0%+8.6%0.488%
7/31/2024Rothschild Investment LLC1,491$33K0.0%N/A0.006%
7/30/2024 International Assets Investment Management LLC6,633$148K0.0%N/A0.028%
7/29/2024 Whittier Trust Co. of Nevada Inc.2,000$45K0.0%N/A0.008%
7/29/2024 Financial Advocates Investment Management12,332$275K0.0%+5.7%0.051%
7/26/2024 Cambridge Investment Research Advisors Inc.77,654$1.73M0.0%-7.0%0.322%
7/25/2024 Pineridge Advisors LLC2,429$54K0.0%-15.3%0.010%
7/24/2024 Family Firm Inc.2,343$52K0.0%N/A0.010%
7/24/2024 Slagle Financial LLC11,125$248K0.1%+5.7%0.046%
7/19/2024 Raymond James & Associates92,412$2.06M0.0%-1.3%0.383%
7/18/2024 Triad Wealth Partners LLC12,513$279K0.1%N/A0.052%
7/17/2024 Cottonwood Capital Advisors LLC23,264$523K0.4%+3.8%0.097%
7/16/2024 Envestnet Portfolio Solutions Inc.10,145$227K0.0%-10.4%0.042%
7/15/2024 Park National Corp OH347,093$7.75M0.3%+1.1%1.440%
7/13/2024 ForthRight Wealth Management LLC141,894$3.17M1.1%-1.1%0.589%
7/12/2024 Twelve Points Wealth Management LLC82,560$1.84M0.6%+9.9%0.343%
7/11/2024 U.S. Capital Wealth Advisors LLC9,253$207K0.0%-91.6%0.038%
7/10/2024 Csenge Advisory Group12,619$282K0.0%+13.0%0.052%
7/10/2024Simplicity Wealth LLC11,701$261K0.0%N/A0.049%
7/10/2024 CWM LLC3,465$77K0.0%+84.6%0.014%
7/9/2024 Lynx Investment Advisory163,052$3.64M2.7%N/A0.677%
5/24/2024Cetera Advisors LLC10,065$229K0.0%-63.1%0.042%
5/24/2024 Cetera Investment Advisers100,210$2.28M0.0%N/A0.416%
5/17/2024 Pineridge Advisors LLC2,868$65K0.0%-35.8%0.012%
5/16/2024 Jane Street Group LLC316,038$7.20M0.0%-7.6%1.311%
5/16/2024 Slagle Financial LLC10,528$240K0.1%-55.6%0.044%
5/13/2024 Ameritas Investment Partners Inc.2,475$56K0.0%-16.9%0.010%
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5/13/2024 Rockport Wealth LLC18,968$429K0.2%N/A0.079%
5/8/2024 Avantax Advisory Services Inc.10,347$236K0.0%N/A0.043%
5/7/2024 Concurrent Investment Advisors LLC32,956$750K0.0%-3.3%0.137%
5/6/2024 Envestnet Portfolio Solutions Inc.11,320$258K0.0%-6.8%0.047%
5/3/2024 GSA Capital Partners LLP20,161$459K0.0%N/A0.084%
5/2/2024 FinTrust Capital Advisors LLC2,079$47K0.0%+62.5%0.009%
5/1/2024 Janney Montgomery Scott LLC108,413$2.47M0.0%-0.8%0.450%
4/30/2024 WealthBridge Capital Management LLC34,454$785K0.3%+19.1%0.143%
4/29/2024Commonwealth Equity Services LLC108,343$2.47M0.0%+17.0%0.450%
4/26/2024 Trueblood Wealth Management LLC47,816$1.09M0.6%-14.8%0.198%
4/25/2024 Capital Investment Advisory Services LLC45,940$1.05M0.1%-2.4%0.191%
4/25/2024Triumph Capital Management57,254$1.29M0.5%+70.4%0.238%
4/25/2024 L.M. Kohn & Company42,315$964K0.3%+25.5%0.176%
4/25/2024 Cambridge Investment Research Advisors Inc.83,528$1.90M0.0%-5.5%0.347%
4/23/2024 Raymond James Financial Services Advisors Inc.56,311$1.28M0.0%-12.0%0.234%
4/22/2024PFG Investments LLC9,098$207K0.0%N/A0.038%
4/15/2024 Elevated Capital Advisors LLC57,947$1.32M0.4%+7.2%0.182%
4/1/2024 Park National Corp OH343,189$7.81M0.3%-0.7%1.078%
3/22/2024 PNC Financial Services Group Inc.181,573$4.04M0.0%-6.4%0.570%
3/15/2024 BlueChip Wealth Advisors LLC32,443$722K0.5%N/A0.102%
3/5/2024 Slagle Financial LLC23,690$527K0.1%+100.3%0.074%
3/1/2024 Pineridge Advisors LLC4,470$100K0.0%N/A0.014%
2/13/2024 First Trust Advisors LP1,572,108$35.00M0.0%-19.0%4.936%
2/13/2024 TFG Advisers LLC9,255$206K0.1%N/A0.029%
2/12/2024 Harvest Investment Services LLC78,952$1.76M0.8%+12.1%0.248%
2/12/2024 Steward Partners Investment Advisory LLC94,979$2.11M0.0%-5.9%0.298%
2/9/2024 Cambridge Investment Research Advisors Inc.88,377$1.97M0.0%+1.3%0.277%
2/9/2024 D.A. Davidson & CO.27,755$618K0.0%+3.4%0.087%
2/9/2024 Wells Fargo & Company MN1,618,515$36.03M0.0%-22.8%5.082%
2/9/2024 UBS Group AG765,506$17.04M0.0%-6.0%2.403%
2/9/2024 PNC Financial Services Group Inc.181,573$4.04M0.0%-6.4%0.570%
2/8/2024 Financial Advocates Investment Management11,600$258K0.0%N/A0.036%
2/8/2024 Foundations Investment Advisors LLC18,621$414K0.0%-48.7%0.058%
2/8/2024 Janney Montgomery Scott LLC109,240$2.43M0.0%-21.2%0.343%
2/7/2024 Private Portfolio Partners LLC16,810$374K0.1%-17.9%0.053%
2/7/2024 Envestnet Portfolio Solutions Inc.12,145$270K0.0%N/A0.038%
2/7/2024 Principal Securities Inc.9,813$218K0.0%N/A0.031%
2/6/2024 Private Advisor Group LLC24,534$546K0.0%-83.4%0.077%
2/6/2024 U.S. Capital Wealth Advisors LLC111,043$2.47M0.1%-20.2%0.349%
2/6/2024 Howe & Rusling Inc.11,000$245K0.0%-8.5%0.035%
2/5/2024Triumph Capital Management33,591$748K0.3%-11.3%0.105%
2/5/2024 Kestra Private Wealth Services LLC20,589$458K0.0%-36.1%0.065%
2/5/2024 DDFG Inc34,312$764K0.3%+3.6%0.108%
2/2/2024 Truist Financial Corp33,783$752K0.0%+6.0%0.106%
2/2/2024 Atria Wealth Solutions Inc.20,231$450K0.0%+59.7%0.064%
2/1/2024 Capital Investment Advisory Services LLC47,065$1.05M0.1%-8.4%0.148%
2/1/2024 Sigma Planning Corp26,336$586K0.0%-40.4%0.083%
1/31/2024 Western Wealth Management LLC15,628$348K0.0%N/A0.049%
1/29/2024Simplicity Wealth LLC9,313$207K0.1%N/A0.029%
1/26/2024 Cerity Partners LLC13,897$309K0.0%N/A0.044%
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1/26/2024 B.O.S.S. Retirement Advisors LLC68,921$1.53M0.3%+11.4%0.216%
1/25/2024 International Assets Investment Management LLC179,934$4.01M0.0%N/A0.565%
1/24/2024 Stratos Wealth Partners LTD.17,197$383K0.0%+5.3%0.054%
1/24/2024 International Assets Investment Management LLC179,934$4.01M0.0%N/A0.565%
1/24/2024 Private Trust Co. NA10,285$229K0.0%+346.2%0.032%
1/23/2024StrategIQ Financial Group LLC26,216$584K0.1%+54.7%0.082%
1/23/2024 ForthRight Wealth Management LLC149,357$3.33M1.3%+1.0%0.469%
1/22/2024 Retirement Guys Formula LLC16,690$372K0.2%-3.8%0.052%
1/22/2024 Kowal Investment Group LLC13,355$297K0.1%-8.7%0.042%
1/19/2024 AdvisorNet Financial Inc3,117$69K0.0%-32.2%0.010%
(Data available from 1/1/2016 forward)

FGD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FGD shares?

During the previous two years, 128 institutional investors and hedge funds held shares of First Trust DJ Global Select Dividend Index Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($36.03M), First Trust Advisors LP ($35.00M), LPL Financial LLC ($28.13M), AE Wealth Management LLC ($19.29M), UBS Group AG ($17.04M), FUKOKU MUTUAL LIFE INSURANCE Co ($13.97M), and Park National Corp OH ($7.75M).Learn more on FGD's institutional investors.

Which institutional investors have been buying First Trust DJ Global Select Dividend Index Fund stock?

Of the 103 institutional investors that purchased First Trust DJ Global Select Dividend Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FUKOKU MUTUAL LIFE INSURANCE Co ($632K), LPL Financial LLC ($571.67K), International Assets Investment Management LLC ($366.50K), AE Wealth Management LLC ($276.89K), Hibernia Wealth Partners LLC ($206.20K), Envestnet Asset Management Inc. ($171.00K), and Lynx Investment Advisory ($163.05K).

How much institutional buying is happening at First Trust DJ Global Select Dividend Index Fund?

Institutional investors have bought a total of 4,761,681 shares in the last 24 months. This purchase volume represents approximately $102.51M in transactions.

Which First Trust DJ Global Select Dividend Index Fund major shareholders have been selling company stock?

Of the 75 institutional investors that sold First Trust DJ Global Select Dividend Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($511.31K), Wells Fargo & Company MN ($478.56K), First Trust Advisors LP ($367.58K), Raymond James & Associates ($303.76K), LPL Financial LLC ($229.81K), U.S. Capital Wealth Advisors LLC ($201.46K), and Envestnet Asset Management Inc. ($188.61K).

How much institutional selling is happening at First Trust DJ Global Select Dividend Index Fund?

Institutional investors have sold a total of 3,658,823 shares in the last 24 months. This volume of shares sold represents approximately $78.89M in transactions.


This page (NYSEARCA:FGD) was last updated on 9/10/2024 by MarketBeat.com Staff

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