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

First Trust DJ Global Select Dividend Index Fund logo
$24.05 +0.23 (+0.97%)
Closing price 04/17/2025 04:10 PM Eastern
Extended Trading
$23.96 -0.09 (-0.36%)
As of 04/17/2025 04:10 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.
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Institutional Ownership Changes (13F Filings) for First Trust DJ Global Select Dividend Index Fund (NYSEARCA:FGD)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$62.67M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$18.52M
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FGD Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025 Global Trust Asset Management LLC2,980$72K0.0%-14.4%0.012%
4/17/2025 Janney Montgomery Scott LLC191,530$4.64M0.0%+57.0%0.780%
4/16/2025 Wealth Enhancement Advisory Services LLC19,505$472K0.0%+38.7%0.079%
4/15/2025 ForthRight Wealth Management LLC146,238$3.54M1.2%+0.5%0.596%
4/15/2025 Trueblood Wealth Management LLC73,977$1.79M0.8%+14.4%0.301%
4/15/2025 Simplicity Wealth LLC16,481$399K0.0%N/A0.067%
4/14/2025 Farther Finance Advisors LLC15,987$389K0.0%+472.2%0.065%
4/11/2025 Intellectus Partners LLC28,427$688K0.2%+26.9%0.116%
4/10/2025 Matrix Trust Co13,739$332K0.1%+28.4%0.056%
4/9/2025 NBC Securities Inc.13,482$326K0.0%+103,607.7%0.055%
4/2/2025 Park National Corp OH430,153$10.41M0.4%+2.3%1.745%
3/17/2025 Wealth Enhancement Advisory Services LLC14,060$313K0.0%N/A0.057%
2/28/2025Park Square Financial Group LLC10,476$233K0.2%N/A0.043%
2/26/2025LifeWealth Investments LLC15,653$348K0.2%N/A0.065%
2/17/2025Waverly Advisors LLC28,267$629K0.0%+2.2%0.117%
2/17/2025Snowden Capital Advisors LLC9,302$207K0.0%-19.0%0.039%
2/17/2025Cetera Investment Advisers73,375$1.63M0.0%-23.6%0.304%
2/17/2025Baird Financial Group Inc.101,286$2.25M0.0%-2.9%0.420%
2/17/2025Bank of America Corp DE483,867$10.76M0.0%+12.6%2.008%
2/17/2025Benjamin Edwards Inc.13,404$298K0.0%+5.0%0.056%
2/17/2025Ameriprise Financial Inc.381,002$8.47M0.0%-53.8%1.581%
2/14/2025Jane Street Group LLC162,024$3.60M0.0%N/A0.672%
2/14/2025Talon Private Wealth LLC26,345$586K0.2%N/A0.109%
2/14/2025Comerica Bank19,821$441K0.0%-11.4%0.082%
2/14/2025Mission Creek Capital Partners Inc.60,692$1.35M0.3%+1.1%0.252%
2/14/2025Harvest Investment Services LLC85,522$1.90M0.5%+1.0%0.355%
2/14/2025Susquehanna International Group LLP71,286$1.59M0.0%N/A0.296%
2/14/2025Stifel Financial Corp82,262$1.83M0.0%-2.0%0.341%
2/14/2025Transce3nd LLC4,228$94K0.0%N/A0.018%
2/13/2025Mariner LLC13,966$311K0.0%+46.2%0.058%
2/13/2025Raymond James Financial Inc.222,615$4.95M0.0%N/A0.924%
2/13/2025Envestnet Asset Management Inc.223,919$4.98M0.0%-1.8%0.929%
2/13/2025Wells Fargo & Company MN1,927,220$42.86M0.0%+35.9%7.997%
2/12/2025BlueChip Wealth Advisors LLC13,634$303K0.2%-42.3%0.057%
2/11/2025Lynx Investment Advisory172,969$3.85M2.6%+5.3%0.718%
2/11/2025LPL Financial LLC1,609,562$35.80M0.0%+10.5%6.679%
2/10/2025Harbour Investments Inc.13,419$298K0.0%+3.9%0.056%
2/10/2025Commonwealth Equity Services LLC128,656$2.86M0.0%-6.9%0.534%
2/10/2025Avantax Advisory Services Inc.11,508$256K0.0%+7.3%0.048%
2/7/2025 Intellectus Partners LLC22,407$498K0.1%-18.1%0.093%
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2/7/2025PNC Financial Services Group Inc.182,460$4.06M0.0%+1.8%0.757%
2/6/2025PFG Private Wealth Management LLC2,133$47K0.0%N/A0.009%
2/6/2025Raymond James Financial Inc.222,615$4.95M0.0%N/A0.924%
2/6/2025Triad Wealth Partners LLC12,569$280K0.1%-29.4%0.052%
2/6/2025Steward Partners Investment Advisory LLC118,081$2.63M0.0%-0.8%0.490%
2/6/2025DDFG Inc24,757$551K0.2%-10.0%0.103%
2/6/2025Jones Financial Companies Lllp19,373$431K0.0%+80.5%0.080%
2/5/2025Oppenheimer & Co. Inc.12,030$268K0.0%N/A0.050%
2/3/2025WealthBridge Capital Management LLC47,285$1.05M0.3%+13.1%0.196%
2/3/2025Private Advisor Group LLC11,568$257K0.0%-5.2%0.048%
1/31/2025Global Retirement Partners LLC1,269$28K0.0%-65.1%0.005%
1/31/2025D.A. Davidson & CO.27,863$620K0.0%+1.9%0.116%
1/31/2025Truist Financial Corp29,597$658K0.0%-2.0%0.123%
1/30/2025L.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%
1/29/2025Pineridge Advisors LLC1,649$37K0.0%-28.4%0.007%
1/28/2025Stephens Inc. AR10,765$239K0.0%-13.9%0.045%
1/28/2025SMART Wealth LLC104,062$2.31M0.8%+10.2%0.432%
1/27/2025Choreo LLC13,186$294K0.0%N/A0.055%
1/23/2025Crews Bank & Trust1,670$37K0.0%N/A0.007%
1/23/2025Capital Investment Advisory Services LLC26,695$594K0.1%-21.1%0.111%
1/23/2025Twelve Points Wealth Management LLC111,324$2.48M0.7%+24.1%0.462%
1/21/2025B.O.S.S. Retirement Advisors LLC109,409$2.43M0.7%+462.0%0.454%
1/21/2025Cottonwood 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%
1/10/2025ORG 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%
11/6/2024 Intellectus 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%
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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%
10/15/2024 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%
10/7/2024WealthBridge 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%
(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, 135 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), Bank of America Corp DE ($10.76M), and Park National Corp OH ($10.41M).Learn more on FGD's institutional investors.

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

Of the 110 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: 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), Lynx Investment Advisory ($172.97K), and Janney Montgomery Scott LLC ($166.56K).

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

Institutional investors have bought a total of 5,030,505 shares in the last 24 months. This purchase volume represents approximately $111.70M 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 2,847,076 shares in the last 24 months. This volume of shares sold represents approximately $62.50M in transactions.


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This page (NYSEARCA:FGD) was last updated on 4/20/2025 by MarketBeat.com Staff
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