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

First Trust DJ Global Select Dividend Index Fund logo
$22.39 +0.03 (+0.13%)
As of 01/17/2025 04:10 PM Eastern

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)
$34.38M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$32.85M
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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
1/17/2025 Janney Montgomery Scott LLC122,005$2.71M0.0%+11.4%0.506%
1/17/2025 ForthRight Wealth Management LLC145,547$3.24M1.1%+1.7%0.604%
1/17/2025 Global Trust Asset Management LLC3,480$77K0.0%N/A0.014%
1/13/2025 Matrix Trust Co10,702$238K0.0%+768.0%0.044%
1/10/2025 ORG Partners LLC15,481$344K0.0%N/A0.064%
1/8/2025 Park National Corp OH420,476$9.35M0.3%+20.2%1.745%
12/16/2024SMART Wealth LLC94,445$2.30M0.9%+21.6%0.392%
11/15/2024Stifel Financial Corp83,918$2.04M0.0%-0.6%0.348%
11/15/2024HighTower Advisors LLC27,267$664K0.0%-6.0%0.113%
11/15/2024Benjamin Edwards Inc.12,765$311K0.0%N/A0.053%
11/14/2024L.M. Kohn & Company43,476$1.06M0.3%+1.8%0.180%
11/13/2024FMR LLC4,947$120K0.0%+174.5%0.021%
11/9/2024Creekside Partners118,745$2.89M1.5%+0.7%0.493%
11/8/2024PNC Financial Services Group Inc.179,155$4.36M0.0%-0.5%0.743%
11/6/2024Intellectus Partners LLC27,364$666K0.2%N/A0.114%
11/5/2024Proactive Wealth Strategies LLC10,943$266K0.1%N/A0.045%
11/5/2024Lynx Investment Advisory164,326$4.00M2.9%+0.8%0.682%
11/4/2024Cottonwood Capital Advisors LLC31,257$761K0.6%+34.4%0.130%
10/31/2024Concurrent 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%
10/25/2024Worth 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%
10/22/2024TFG Advisers LLC8,858$216K0.1%N/A0.037%
10/22/2024Private Advisor Group LLC12,207$297K0.0%N/A0.051%
10/21/2024Foundations Investment Advisors LLC17,323$422K0.0%+6.5%0.072%
10/21/2024Retirement Guys Formula LLC12,465$304K0.1%-4.9%0.052%
10/21/2024Triad Wealth Partners LLC17,808$434K0.2%+42.3%0.074%
10/18/2024Raymond James & Associates117,643$2.87M0.0%+27.3%0.488%
10/16/2024B.O.S.S. Retirement Advisors LLC19,468$474K0.1%N/A0.081%
10/16/2024Twelve Points Wealth Management LLC89,705$2.18M0.7%+8.7%0.372%
10/15/2024NBC Securities Inc.13,435$327K0.0%-42.1%0.056%
10/10/2024Simplicity Wealth LLC16,017$390K0.0%+36.9%0.066%
10/9/2024 Matrix Trust Co1,233$30K0.0%N/A0.005%
10/7/2024WealthBridge 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%
9/5/2024Sanctuary Advisors LLC9,516$216K0.0%N/A0.039%
8/30/2024Creekside Partners117,976$2.64M1.5%N/A0.490%
8/22/2024Cetera Investment Advisers96,878$2.16M0.0%-3.3%0.402%
8/21/2024Truist Financial Corp37,350$834K0.0%+14.2%0.155%
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8/16/2024Northwestern 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%
8/13/2024AE 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%
8/8/2024Envestnet Asset Management Inc.239,900$5.36M0.0%-1.4%0.995%
8/8/2024Main 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%
8/6/2024DDFG Inc30,443$680K0.2%-6.1%0.126%
8/2/2024Foundations 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%
7/29/2024Whittier Trust Co. of Nevada Inc.2,000$45K0.0%N/A0.008%
7/29/2024Financial Advocates Investment Management12,332$275K0.0%+5.7%0.051%
7/26/2024Cambridge 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%
7/24/2024Slagle Financial LLC11,125$248K0.1%+5.7%0.046%
7/19/2024Raymond James & Associates92,412$2.06M0.0%-1.3%0.383%
7/18/2024Triad Wealth Partners LLC12,513$279K0.1%N/A0.052%
7/17/2024Cottonwood Capital Advisors LLC23,264$523K0.4%+3.8%0.097%
7/16/2024Envestnet 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%
7/12/2024Twelve Points Wealth Management LLC82,560$1.84M0.6%+9.9%0.343%
7/11/2024U.S. Capital Wealth Advisors LLC9,253$207K0.0%-91.6%0.038%
7/10/2024Csenge Advisory Group12,619$282K0.0%+13.0%0.052%
7/10/2024Simplicity Wealth LLC11,701$261K0.0%N/A0.049%
7/10/2024CWM LLC3,465$77K0.0%+84.6%0.014%
7/9/2024Lynx Investment Advisory163,052$3.64M2.7%N/A0.677%
5/24/2024Cetera Advisors LLC10,065$229K0.0%-63.1%0.042%
5/24/2024Cetera Investment Advisers100,210$2.28M0.0%N/A0.416%
5/17/2024Pineridge Advisors LLC2,868$65K0.0%-35.8%0.012%
5/16/2024Jane Street Group LLC316,038$7.20M0.0%-7.6%1.311%
5/16/2024Slagle Financial LLC10,528$240K0.1%-55.6%0.044%
5/13/2024Ameritas Investment Partners Inc.2,475$56K0.0%-16.9%0.010%
5/13/2024Rockport Wealth LLC18,968$429K0.2%N/A0.079%
5/8/2024Avantax Advisory Services Inc.10,347$236K0.0%N/A0.043%
5/7/2024Concurrent Investment Advisors LLC32,956$750K0.0%-3.3%0.137%
5/6/2024Envestnet Portfolio Solutions Inc.11,320$258K0.0%-6.8%0.047%
5/3/2024GSA Capital Partners LLP20,161$459K0.0%N/A0.084%
5/2/2024FinTrust 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%
4/30/2024WealthBridge 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%
4/25/2024Capital 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%
4/25/2024L.M. Kohn & Company42,315$964K0.3%+25.5%0.176%
4/25/2024Cambridge Investment Research Advisors Inc.83,528$1.90M0.0%-5.5%0.347%
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4/23/2024Raymond 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%
3/22/2024PNC Financial Services Group Inc.181,573$4.04M0.0%-6.4%0.570%
3/15/2024BlueChip Wealth Advisors LLC32,443$722K0.5%N/A0.102%
3/5/2024Slagle Financial LLC23,690$527K0.1%+100.3%0.074%
3/1/2024Pineridge Advisors LLC4,470$100K0.0%N/A0.014%
2/13/2024First Trust Advisors LP1,572,108$35.00M0.0%-19.0%4.936%
2/13/2024TFG Advisers LLC9,255$206K0.1%N/A0.029%
(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 ($9.35M).Learn more on FGD's institutional investors.

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

Of the 101 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 ($164.84K), 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 4,417,398 shares in the last 24 months. This purchase volume represents approximately $97.57M 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 3,300,746 shares in the last 24 months. This volume of shares sold represents approximately $72.34M in transactions.



This page (NYSEARCA:FGD) was last updated on 1/21/2025 by MarketBeat.com Staff
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