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

First Trust DJ Global Select Dividend Index Fund logo
$24.28 -0.17 (-0.70%)
Closing price 03/28/2025 04:10 PM Eastern
Extended Trading
$24.10 -0.19 (-0.76%)
As of 03/28/2025 07:16 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 Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$59.21M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$18.56M
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FGD Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC14,060$313K0.0%N/A0.057%
2/28/2025 Park Square Financial Group LLC10,476$233K0.2%N/A0.043%
2/26/2025 LifeWealth Investments LLC15,653$348K0.2%N/A0.065%
2/17/2025 Waverly Advisors LLC28,267$629K0.0%+2.2%0.117%
2/17/2025 Snowden Capital Advisors LLC9,302$207K0.0%-19.0%0.039%
2/17/2025 Cetera Investment Advisers73,375$1.63M0.0%-23.6%0.304%
2/17/2025 Baird Financial Group Inc.101,286$2.25M0.0%-2.9%0.420%
2/17/2025 Bank of America Corp DE483,867$10.76M0.0%+12.6%2.008%
2/17/2025 Benjamin Edwards Inc.13,404$298K0.0%+5.0%0.056%
2/17/2025 Ameriprise Financial Inc.381,002$8.47M0.0%-53.8%1.581%
2/14/2025 Jane Street Group LLC162,024$3.60M0.0%N/A0.672%
2/14/2025 Talon Private Wealth LLC26,345$586K0.2%N/A0.109%
2/14/2025 Comerica Bank19,821$441K0.0%-11.4%0.082%
2/14/2025 Mission Creek Capital Partners Inc.60,692$1.35M0.3%+1.1%0.252%
2/14/2025 Harvest Investment Services LLC85,522$1.90M0.5%+1.0%0.355%
2/14/2025 Susquehanna International Group LLP71,286$1.59M0.0%N/A0.296%
2/14/2025 Stifel Financial Corp82,262$1.83M0.0%-2.0%0.341%
2/14/2025 Transce3nd LLC4,228$94K0.0%N/A0.018%
2/13/2025 Mariner LLC13,966$311K0.0%+46.2%0.058%
2/13/2025 Raymond James Financial Inc.222,615$4.95M0.0%N/A0.924%
2/13/2025 Envestnet Asset Management Inc.223,919$4.98M0.0%-1.8%0.929%
2/13/2025 Wells Fargo & Company MN1,927,220$42.86M0.0%+35.9%7.997%
2/12/2025 BlueChip Wealth Advisors LLC13,634$303K0.2%-42.3%0.057%
2/11/2025 Lynx Investment Advisory172,969$3.85M2.6%+5.3%0.718%
2/11/2025 LPL Financial LLC1,609,562$35.80M0.0%+10.5%6.679%
2/10/2025 Harbour Investments Inc.13,419$298K0.0%+3.9%0.056%
2/10/2025 Commonwealth Equity Services LLC128,656$2.86M0.0%-6.9%0.534%
2/10/2025 Avantax Advisory Services Inc.11,508$256K0.0%+7.3%0.048%
2/7/2025 Intellectus Partners LLC22,407$498K0.1%-18.1%0.093%
2/7/2025 PNC Financial Services Group Inc.182,460$4.06M0.0%+1.8%0.757%
2/6/2025 PFG Private Wealth Management LLC2,133$47K0.0%N/A0.009%
2/6/2025 Raymond James Financial Inc.222,615$4.95M0.0%N/A0.924%
2/6/2025 Triad Wealth Partners LLC12,569$280K0.1%-29.4%0.052%
2/6/2025 Steward Partners Investment Advisory LLC118,081$2.63M0.0%-0.8%0.490%
2/6/2025 DDFG Inc24,757$551K0.2%-10.0%0.103%
2/6/2025 Jones Financial Companies Lllp19,373$431K0.0%+80.5%0.080%
2/5/2025 Oppenheimer & Co. Inc.12,030$268K0.0%N/A0.050%
2/3/2025 WealthBridge Capital Management LLC47,285$1.05M0.3%+13.1%0.196%
2/3/2025 Private Advisor Group LLC11,568$257K0.0%-5.2%0.048%
1/31/2025 Global Retirement Partners LLC1,269$28K0.0%-65.1%0.005%
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1/31/2025 D.A. Davidson & CO.27,863$620K0.0%+1.9%0.116%
1/31/2025 Truist Financial Corp29,597$658K0.0%-2.0%0.123%
1/30/2025 L.M. Kohn & Company45,565$1.01M0.3%+4.8%0.189%
1/29/2025 Authentikos Wealth Advisory LLC20,362$453K0.4%-6.3%0.084%
1/29/2025 Pineridge Advisors LLC1,649$37K0.0%-28.4%0.007%
1/28/2025 Stephens Inc. AR10,765$239K0.0%-13.9%0.045%
1/28/2025 SMART Wealth LLC104,062$2.31M0.8%+10.2%0.432%
1/27/2025 Choreo LLC13,186$294K0.0%N/A0.055%
1/23/2025 Crews Bank & Trust1,670$37K0.0%N/A0.007%
1/23/2025 Capital Investment Advisory Services LLC26,695$594K0.1%-21.1%0.111%
1/23/2025 Twelve Points Wealth Management LLC111,324$2.48M0.7%+24.1%0.462%
1/21/2025 B.O.S.S. Retirement Advisors LLC109,409$2.43M0.7%+462.0%0.454%
1/21/2025 Cottonwood Capital Advisors LLC33,294$740K0.5%+6.5%0.138%
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%
12/16/2024 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%
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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%
8/8/2024 Trueblood Wealth Management LLC52,440$1.17M0.7%+9.7%0.218%
(Data available from 1/1/2016 forward)

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FGD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FGD shares?

During the previous two years, 137 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 ($42.86M), LPL Financial LLC ($35.80M), First Trust Advisors LP ($35.00M), AE Wealth Management LLC ($19.29M), UBS Group AG ($17.04M), FUKOKU MUTUAL LIFE INSURANCE Co ($13.97M), and Bank of America Corp DE ($10.76M).Learn more on FGD's institutional investors.

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

Of the 113 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), Wells Fargo & Company MN ($509.30K), LPL Financial LLC ($491.76K), Raymond James Financial Inc. ($445.23K), International Assets Investment Management LLC ($366.50K), Hibernia Wealth Partners LLC ($206.20K), and Lynx Investment Advisory ($172.97K).

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

Institutional investors have bought a total of 5,618,693 shares in the last 24 months. This purchase volume represents approximately $124.40M in transactions.

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

Of the 72 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), Ameriprise Financial Inc. ($443.02K), First Trust Advisors LP ($367.58K), UBS Group AG ($284.65K), LPL Financial LLC ($229.81K), U.S. Capital Wealth Advisors LLC ($129.42K), and Private Advisor Group LLC ($128.73K).

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

Institutional investors have sold a total of 2,906,492 shares in the last 24 months. This volume of shares sold represents approximately $63.81M in transactions.



This page (NYSEARCA:FGD) was last updated on 3/30/2025 by MarketBeat.com Staff
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