First Trust Dow Jones Global Select Dividend Index Fund

FGD • ARCA

First Trust Dow Jones Global Select Dividend Index Fund is an exchange-traded fund on ARCA. As of Q3 2025, 158 institutional investors hold shares in this ETF, with total holdings valued at $542.4M. LPL Financial LLC is the largest holder with a position valued at $87.1M.

Overview

Overview of institutional ownership in FGD as of Q3 2025

All Institutions

Institutions: 158
Value Held: $542.4M
Shares Held: 18.9M
Avg Position: $3.4M
Median Position: $467.6K

Hedge Funds

Hedge Funds: 1
Value Held: $420.0K
Shares Held: 14.6K
Avg Position: $420.0K
Median Position: $420.0K

Biggest Investors

Institutions with the largest positions in FGD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$87.1M 0.03% of portfolio	3.0M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$64.6M 0.01% of portfolio	2.2M shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$49.2M 0.01% of portfolio	1.7M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$31.8M 0.00% of portfolio	1.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
F FUKOKU MUTUAL LIFE INSURANCE Co Institution	-	$30.6M 1.89% of portfolio	1.1M shares	Q1 2023 Held for 2y 8m	$1.6B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$27.9M 0.01% of portfolio	971.1K shares	Q4 2024 Held for 11 months	$310.43B
AE Wealth Management LLC RIA/Wealth	David James Callanan CEO	$25.0M 0.16% of portfolio	870.5K shares	Q1 2017 Held for 8y 8m	$15.2B
UBS Group AG Institution	Sergio P. Ermotti CEO	$22.0M 0.00% of portfolio	766.6K shares	Q4 2014 Held for 10y 11m	$511.54B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$16.6M 0.00% of portfolio	576.7K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
PARK NATIONAL CORP /OH/ Institution	Matthew R. Miller CEO	$14.8M 0.46% of portfolio	514.4K shares	Q1 2016 Held for 9y 8m	$3.2B

Net Capital Flow

Institutional buying and selling activity for FGD in Q3 2025

Traded: +$40.8M
Buyers: 86
Sellers: 51
Total Bought: +$64.7M
Total Sold: −$23.9M
Avg Position: $3.2M

Biggest Buyers

Institution	Net Bought	Current Position
L LPL Financial LLC Institution	+$13.7M +476.3K shares	$87.1M 3.0M shares
WELLS FARGO & COMPANY/MN Institution	+$11.9M +412.6K shares	$64.6M 2.2M shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	+$3.2M +109.9K shares	$13.5M 470.8K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$3.0M +106.0K shares	$9.1M 315.2K shares
BANK OF AMERICA CORP /DE/ Institution	+$3.0M +103.4K shares	$16.6M 576.7K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$2.8M +95.8K shares	$3.4M 118.4K shares
Stonebridge Financial Planning Group, LLC RIA/Wealth	+$2.4M +83.8K shares	$4.0M 140.8K shares
Cetera Investment Advisers RIA/Wealth	+$2.1M +73.2K shares	$4.9M 169.0K shares
UBS Group AG Institution	+$1.8M +60.9K shares	$22.0M 766.6K shares
Gateway Wealth Partners, LLC RIA/Wealth	+$1.6M +54.6K shares	$1.6M 54.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
J JANE STREET GROUP, LLC Institution	−$7.8M −272.7K shares	$2.3M 79.0K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$5.5M −192.0K shares	$27.9M 971.1K shares
AMERIPRISE FINANCIAL INC Institution	−$2.7M −94.6K shares	$49.2M 1.7M shares
R RiverTree Advisors, LLC RIA/Wealth	−$1.5M −54.4K shares	Sold Off 0 shares
L.M. KOHN & COMPANY RIA/Wealth	−$1.2M −44.1K shares	Sold Off 0 shares
Baird Financial Group, Inc. Private Equity	−$657.6K −22.9K shares	$2.0M 68.8K shares
Sigma Planning Corp RIA/Wealth	−$582.3K −20.3K shares	$824.9K 28.7K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$563.7K −19.6K shares	$1.8M 61.9K shares
G GTS SECURITIES LLC Institution	−$488.1K −17.7K shares	Sold Off 0 shares
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth	−$474.2K −16.5K shares	$2.2M 76.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FGD in Q3 2025

New Positions: 10
New Value: $2.9M
Exited Positions: 10
Exited Value: $4.2M

New Positions

Institution	Position Value
Gateway Wealth Partners, LLC RIA/Wealth	$1.6M 54.6K shares
C CLS Investments, LLC Institution	$479.3K 16.7K shares
WESTBOURNE INVESTMENTS, INC. RIA/Wealth	$287.4K 9.9K shares
IFG Advisory, LLC RIA/Wealth	$256.4K 8.9K shares
CX Institutional RIA/Wealth	$180.6K 6.3K shares
TD Capital Management LLC RIA/Wealth	$67.5K 2.3K shares
T Turning Point Benefit Group, Inc. Institution	$53.9K 1.9K shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	$5.3K 185.0 shares
Guerra Advisors Inc RIA/Wealth	$3.9K 136.0 shares
Wealth Watch Advisors, INC RIA/Wealth	$2.2K 75.0 shares

Exited Positions

Institution	Previous Position
R RiverTree Advisors, LLC RIA/Wealth	$1.5M 54.4K shares
L.M. KOHN & COMPANY RIA/Wealth	$1.2M 44.1K shares
G GTS SECURITIES LLC Institution	$488.1K 17.7K shares
Financial Advocates Investment Management RIA/Wealth	$301.6K 11.0K shares
Park Square Financial Group, LLC RIA/Wealth	$285.6K 10.4K shares
Private Advisor Group, LLC RIA/Wealth	$249.4K 9.1K shares
Transce3nd, LLC RIA/Wealth	$112.6K 4.1K shares
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth	$17.0K 616.0 shares
Mid-American Wealth Advisory Group, Inc. RIA/Wealth	$10.7K 389.0 shares
PFS Partners, LLC RIA/Wealth	$3.6K 130.0 shares

Options Activity

Institutions with the largest Call and Put options positions in FGD as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with FGD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
IMG Wealth Management, Inc. RIA/Wealth	Nick Allen Edwards President	3.37% $4.9M	170.5K shares	Q4 2024 Held for 11 months	$145.7M
Lynx Investment Advisory RIA/Wealth	Vipin (Nmn) Sahijwani CEO	2.55% $4.2M	146.1K shares	Q2 2024 Held for 1y 5m	$164.5M
F FUKOKU MUTUAL LIFE INSURANCE Co Institution	-	1.89% $30.6M	1.1M shares	Q1 2023 Held for 2y 8m	$1.6B
Stonebridge Financial Planning Group, LLC RIA/Wealth	Dianne Marie Webb President	1.52% $4.0M	140.8K shares	Q2 2025 Held for 5 months	$266.3M
SMART Wealth LLC RIA/Wealth	David Andrew Brooks CEO	1.51% $3.8M	131.2K shares	Q1 2024 Held for 1y 8m	$250.6M
Creekside Partners RIA/Wealth	Andrew Shayne Hempeck CEO	1.46% $3.3M	115.4K shares	Q2 2024 Held for 1y 5m	$227.0M
ForthRight Wealth Management, LLC RIA/Wealth	Brian Patrick Johnston CIO	1.46% $5.0M	174.6K shares	Q4 2020 Held for 4y 11m	$344.2M
O Owen LaRue, LLC Institution	-	1.31% $3.2M	111.0K shares	Q2 2025 Held for 5 months	$244.6M
Trueblood Wealth Management, LLC RIA/Wealth	Phillip Geoffrey Trueblood CCO	0.97% $2.5M	86.5K shares	Q4 2023 Held for 1y 11m	$256.4M
Twelve Points Wealth Management LLC RIA/Wealth	David Matthew Clayman CEO	0.78% $3.1M	108.9K shares	Q4 2021 Held for 3y 11m	$399.1M

Hedge Fund Spotlight

Discover hedge funds investing in FGD

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in First Trust Dow Jones Global Select Dividend Index Fund

Market Value: $420.0K
Shares Held: 14.6K
Portfolio Weight: 0.00%
Owned Since: 2023-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%