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

First Trust DJ Global Select Dividend Index Fund logo
$22.10 +0.14 (+0.64%)
(As of 12/20/2024 04:33 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$33.47M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$34.14M
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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
12/16/2024 SMART Wealth LLC94,445$2.30M0.9%+21.6%0.392%
11/15/2024 Stifel Financial Corp83,918$2.04M0.0%-0.6%0.348%
11/15/2024 HighTower Advisors LLC27,267$664K0.0%-6.0%0.113%
11/15/2024 Benjamin Edwards Inc.12,765$311K0.0%N/A0.053%
11/14/2024 L.M. Kohn & Company43,476$1.06M0.3%+1.8%0.180%
11/13/2024 FMR LLC4,947$120K0.0%+174.5%0.021%
11/9/2024 Creekside Partners118,745$2.89M1.5%+0.7%0.493%
11/8/2024 PNC Financial Services Group Inc.179,155$4.36M0.0%-0.5%0.743%
11/6/2024 Intellectus Partners LLC27,364$666K0.2%N/A0.114%
11/5/2024 Proactive Wealth Strategies LLC10,943$266K0.1%N/A0.045%
11/5/2024 Lynx Investment Advisory164,326$4.00M2.9%+0.8%0.682%
11/4/2024 Cottonwood Capital Advisors LLC31,257$761K0.6%+34.4%0.130%
10/31/2024 Concurrent Investment Advisors LLC30,519$743K0.0%-6.9%0.127%
10/29/2024 Janney Montgomery Scott LLC109,536$2.67M0.0%+1.3%0.455%
10/28/2024 ForthRight Wealth Management LLC143,124$3.49M1.2%+0.9%0.594%
10/25/2024 Worth Financial Advisory Group LLC11,496$280K0.2%+12.4%0.048%
10/23/2024 Trueblood Wealth Management LLC64,232$1.56M0.8%+22.5%0.267%
10/22/2024 TFG Advisers LLC8,858$216K0.1%N/A0.037%
10/22/2024 Private Advisor Group LLC12,207$297K0.0%N/A0.051%
10/21/2024 Foundations Investment Advisors LLC17,323$422K0.0%+6.5%0.072%
10/21/2024 Retirement Guys Formula LLC12,465$304K0.1%-4.9%0.052%
10/21/2024 Triad Wealth Partners LLC17,808$434K0.2%+42.3%0.074%
10/18/2024Raymond James & Associates117,643$2.87M0.0%+27.3%0.488%
10/16/2024 B.O.S.S. Retirement Advisors LLC19,468$474K0.1%N/A0.081%
10/16/2024 Twelve Points Wealth Management LLC89,705$2.18M0.7%+8.7%0.372%
10/15/2024 NBC Securities Inc.13,435$327K0.0%-42.1%0.056%
10/10/2024 Simplicity Wealth LLC16,017$390K0.0%+36.9%0.066%
10/9/2024 Matrix Trust Co1,233$30K0.0%N/A0.005%
10/7/2024 WealthBridge Capital Management LLC41,826$1.02M0.3%+16.8%0.174%
10/1/2024 Park National Corp OH349,747$8.52M0.3%+0.8%1.451%
9/5/2024 Sanctuary Advisors LLC9,516$216K0.0%N/A0.039%
8/30/2024 Creekside 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%
8/16/2024 Susquehanna 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%
8/13/2024Benjamin 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%
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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%
7/25/2024Pineridge Advisors LLC2,429$54K0.0%-15.3%0.010%
7/24/2024Family Firm Inc.2,343$52K0.0%N/A0.010%
7/24/2024 Slagle Financial LLC11,125$248K0.1%+5.7%0.046%
7/19/2024Raymond 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%
7/10/2024 Simplicity 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%
5/17/2024Pineridge 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%
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%
4/23/2024Raymond James Financial Services Advisors Inc.56,311$1.28M0.0%-12.0%0.234%
4/22/2024 PFG 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%
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3/5/2024 Slagle Financial LLC23,690$527K0.1%+100.3%0.074%
3/1/2024Pineridge 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%
(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, 126 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 ($8.52M).Learn more on FGD's institutional investors.

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

Of the 100 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), Hibernia Wealth Partners LLC ($206.20K), Private Advisor Group LLC ($165.60K), Lynx Investment Advisory ($164.33K), and AE Wealth Management LLC ($155.52K).

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

Institutional investors have bought a total of 4,327,780 shares in the last 24 months. This purchase volume represents approximately $95.57M in transactions.

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

Of the 71 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: Wells Fargo & Company MN ($478.56K), First Trust Advisors LP ($367.58K), UBS Group AG ($288.96K), Raymond James & Associates ($236.86K), 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 3,304,236 shares in the last 24 months. This volume of shares sold represents approximately $72.41M in transactions.



This page (NYSEARCA:FGD) was last updated on 12/22/2024 by MarketBeat.com Staff
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