Who Owns FGD?

First Trust Dow Jones Global Select Dividend Index Fund — Institutional Ownership & 13F Holdings

$33.10

+0.11 (+0.33%)

Market Cap

$1.1B

Shares Outstanding

38,093,517

Institutional Holders

139

Total Inst. Value

$261.6M

% of Float Held

QoQ Holder Change

+57

Institutional data as of Q1 2025

New Positions

36

Closed Positions

9

Increased

36

Decreased

36

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1WELLS FARGO & COMPANY/MN$46.4M1,917,844
2AMERIPRISE FINANCIAL INC$29.4M1,214,360
3MORGAN STANLEY$24.6M1,015,445
4AE Wealth Management LLC$22.3M921,844
5FUKOKU MUTUAL LIFE INSURANCE CO$15.3M632,000
6UBS Group AG$14.9M617,532
7PARK NATIONAL CORP /OH/$10.4M430,153
8BANK OF AMERICA CORP /DE/$10.1M416,807
9RAYMOND JAMES FINANCIAL INC$5.3M220,131
10ROYAL BANK OF CANADA$5.1M209,384

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
AMERIPRISE FINANCIAL INC+833K$29.4M
MORGAN STANLEY+18K$24.6M
AE Wealth Management LLC+6K$22.3M
UBS Group AG+5K$14.9M
PARK NATIONAL CORP /OH/+10K$10.4M

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Frequently Asked Questions

How many institutional investors hold FGD?

As of Q1 2025, 139 institutional investors report holding FGD (First Trust Dow Jones Global Select Dividend Index Fund) in their 13F filings.

Which hedge fund owns the most FGD?

The largest institutional holder of FGD is WELLS FARGO & COMPANY/MN with $46.4M in shares.

Are institutions buying or selling FGD?

This quarter, 36 institutions opened new positions in FGD and 9 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.