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

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$23.38
+0.11 (+0.47%)
(As of 05/10/2024 ET)
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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)
67
Total
Institutional Inflows
(last 12 months)
$32.22M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$42.85M
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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
5/8/2024 Avantax Advisory Services Inc.10,347$236K0.0%N/A0.043%
5/7/2024 Concurrent Investment Advisors LLC32,956$750K0.0%-3.3%0.137%
5/6/2024 Envestnet Portfolio Solutions Inc.11,320$258K0.0%-6.8%0.047%
5/3/2024 GSA Capital Partners LLP20,161$459K0.0%N/A0.084%
5/2/2024 FinTrust 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%
4/30/2024 WealthBridge 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%
4/25/2024 Capital Investment Advisory Services LLC45,940$1.05M0.1%-2.4%0.191%
4/25/2024 Triumph Capital Management57,254$1.29M0.5%+70.4%0.238%
4/25/2024 L.M. Kohn & Company42,315$964K0.3%+25.5%0.176%
4/25/2024 Cambridge Investment Research Advisors Inc.83,528$1.90M0.0%-5.5%0.347%
4/23/2024 Raymond James Financial Services Advisors Inc.56,311$1.28M0.0%-12.0%0.234%
4/22/2024 PFG 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%
3/15/2024 BlueChip 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%
2/13/2024 TFG Advisers LLC9,255$206K0.1%N/A0.029%
2/12/2024Harvest Investment Services LLC78,952$1.76M0.8%+12.1%0.248%
2/12/2024Steward Partners Investment Advisory LLC94,979$2.11M0.0%-5.9%0.298%
2/9/2024 Cambridge Investment Research Advisors Inc.88,377$1.97M0.0%+1.3%0.277%
2/9/2024D.A. Davidson & CO.27,755$618K0.0%+3.4%0.087%
2/9/2024Wells Fargo & Company MN1,618,515$36.03M0.0%-22.8%5.082%
2/9/2024UBS Group AG765,506$17.04M0.0%-6.0%2.403%
2/9/2024PNC Financial Services Group Inc.181,573$4.04M0.0%-6.4%0.570%
2/8/2024 Financial Advocates Investment Management11,600$258K0.0%N/A0.036%
2/8/2024Foundations Investment Advisors LLC18,621$414K0.0%-48.7%0.058%
2/8/2024 Janney Montgomery Scott LLC109,240$2.43M0.0%-21.2%0.343%
2/7/2024 Private Portfolio Partners LLC16,810$374K0.1%-17.9%0.053%
2/7/2024 Envestnet Portfolio Solutions Inc.12,145$270K0.0%N/A0.038%
2/7/2024Principal Securities Inc.9,813$218K0.0%N/A0.031%
2/6/2024 Private Advisor Group LLC24,534$546K0.0%-83.4%0.077%
2/6/2024U.S. Capital Wealth Advisors LLC111,043$2.47M0.1%-20.2%0.349%
2/6/2024Howe & Rusling Inc.11,000$245K0.0%-8.5%0.035%
2/5/2024 Triumph Capital Management33,591$748K0.3%-11.3%0.105%
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2/5/2024 Kestra Private Wealth Services LLC20,589$458K0.0%-36.1%0.065%
2/5/2024 DDFG Inc34,312$764K0.3%+3.6%0.108%
2/2/2024Truist Financial Corp33,783$752K0.0%+6.0%0.106%
2/2/2024Atria Wealth Solutions Inc.20,231$450K0.0%+59.7%0.064%
2/1/2024 Capital Investment Advisory Services LLC47,065$1.05M0.1%-8.4%0.148%
2/1/2024 Sigma Planning Corp26,336$586K0.0%-40.4%0.083%
1/31/2024 Western Wealth Management LLC15,628$348K0.0%N/A0.049%
1/29/2024 Simplicity Wealth LLC9,313$207K0.1%N/A0.029%
1/26/2024Cerity Partners LLC13,897$309K0.0%N/A0.044%
1/26/2024 B.O.S.S. Retirement Advisors LLC68,921$1.53M0.3%+11.4%0.216%
1/25/2024 International Assets Investment Management LLC179,934$4.01M0.0%N/A0.565%
1/24/2024 Stratos Wealth Partners LTD.17,197$383K0.0%+5.3%0.054%
1/24/2024 International Assets Investment Management LLC179,934$4.01M0.0%N/A0.565%
1/24/2024 Private Trust Co. NA10,285$229K0.0%+346.2%0.032%
1/23/2024StrategIQ Financial Group LLC26,216$584K0.1%+54.7%0.082%
1/23/2024 ForthRight Wealth Management LLC149,357$3.33M1.3%+1.0%0.469%
1/22/2024 Retirement Guys Formula LLC16,690$372K0.2%-3.8%0.052%
1/22/2024 Kowal Investment Group LLC13,355$297K0.1%-8.7%0.042%
1/19/2024 AdvisorNet Financial Inc3,117$69K0.0%-32.2%0.010%
1/18/2024 Trueblood Wealth Management LLC56,138$1.25M0.8%N/A0.176%
1/17/2024 SignalPoint Asset Management LLC13,852$308K0.1%-6.3%0.043%
1/16/2024 Raymond James Financial Services Advisors Inc.63,968$1.42M0.0%-41.2%0.201%
1/16/2024 Raymond James & Associates165,711$3.69M0.0%-4.2%0.520%
1/12/2024 Twelve Points Wealth Management LLC69,786$1.55M0.7%-1.5%0.219%
1/10/2024 Creative Financial Designs Inc. ADV5,430$121K0.0%-18.0%0.017%
1/9/2024 Elevated Capital Advisors LLC54,030$1.20M0.4%+4.9%0.170%
1/8/2024 B.O.S.S. Retirement Advisors LLC60,635$1.25M0.3%-2.0%0.190%
1/2/2024 Park National Corp OH345,524$7.69M0.3%+4.4%1.085%
12/6/2023Citigroup Inc.4,900$101K0.0%+600.0%0.015%
11/13/2023Stifel Financial Corp123,214$2.54M0.0%+10.8%0.387%
11/13/2023LPL Financial LLC1,364,658$28.13M0.0%-7.3%4.285%
11/13/2023Envestnet Asset Management Inc.275,679$5.68M0.0%-10.8%0.866%
11/13/2023Kestra Advisory Services LLC47,807$985K0.0%+3.2%0.150%
11/13/2023PNC Financial Services Group Inc.194,062$4M0.0%+0.9%0.609%
11/9/2023UBS Group AG813,987$16.78M0.0%-22.5%2.556%
11/8/2023 Janney Montgomery Scott LLC138,599$2.86M0.0%-3.8%0.435%
11/8/2023 WealthBridge Capital Management LLC28,053$578K0.2%+20.8%0.088%
11/8/2023 Kestra Private Wealth Services LLC32,202$664K0.0%+121.6%0.101%
11/6/2023 L.M. Kohn & Company34,105$703K0.3%-1.7%0.107%
11/6/2023Forefront Wealth Management Inc.59,564$1.23M1.7%-7.5%0.187%
11/6/2023 Cottonwood Capital Advisors LLC21,752$448K0.4%+3.5%0.068%
11/4/2023 NBC Securities Inc.23,327$480K0.1%N/A0.073%
11/3/2023 Private Advisor Group LLC147,861$3.05M0.0%-3.1%0.464%
11/3/2023 Main Street Financial Solutions LLC14,852$306K0.0%-14.5%0.047%
11/2/2023 DDFG Inc33,115$682K0.3%+20.3%0.104%
11/2/2023 Capital Investment Advisory Services LLC51,368$1.06M0.1%-8.2%0.161%
10/31/2023 Triumph Capital Management37,870$781K0.4%+1.8%0.119%
10/25/2023 BluePath Capital Management LLC2,138$44K0.0%N/A0.007%
10/25/2023 Kowal Investment Group LLC14,625$301K0.1%-12.5%0.046%
10/24/2023 Stratos Wealth Partners LTD.16,331$337K0.0%+44.9%0.051%
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10/24/2023 Raymond James Financial Services Advisors Inc.108,769$2.24M0.0%+1.1%0.342%
10/24/2023 ForthRight Wealth Management LLC147,925$3.05M1.3%-3.6%0.464%
10/24/2023 Raymond James & Associates172,956$3.57M0.0%-1.2%0.543%
10/24/2023 FinTrust Capital Advisors LLC1,279$26K0.0%N/A0.004%
10/24/2023 Cambridge Investment Research Advisors Inc.87,269$1.80M0.0%-23.7%0.274%
10/23/2023Commonwealth Equity Services LLC107,765$2.22M0.0%-1.3%0.338%
10/20/2023U.S. Capital Wealth Advisors LLC139,170$2.87M0.1%+12.8%0.437%
10/18/2023 Private Trust Co. NA2,305$48K0.0%-34.6%0.007%
10/17/2023 B.O.S.S. Retirement Advisors LLC61,845$1.28M0.3%+9.5%0.194%
10/17/2023 Elevated Capital Advisors LLC51,505$1.06M0.4%+4.3%0.162%
(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, 123 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 ($23.90M), UBS Group AG ($17.04M), FUKOKU MUTUAL LIFE INSURANCE Co ($13.97M), and Park National Corp OH ($7.81M).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: LPL Financial LLC ($694.05K), FUKOKU MUTUAL LIFE INSURANCE Co ($632K), AE Wealth Management LLC ($366.73K), International Assets Investment Management LLC ($359.87K), UBS Group AG ($301.83K), Envestnet Asset Management Inc. ($208.70K), and Hibernia Wealth Partners LLC ($206.20K).

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

Institutional investors have bought a total of 5,050,278 shares in the last 24 months. This purchase volume represents approximately $108.86M in transactions.

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

Of the 78 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: UBS Group AG ($511.31K), Wells Fargo & Company MN ($478.56K), Northwestern Mutual Wealth Management Co. ($385.92K), First Trust Advisors LP ($367.58K), Raymond James & Associates ($302.52K), LPL Financial LLC ($229.81K), and Cambridge Investment Research Advisors Inc. ($189.18K).

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

Institutional investors have sold a total of 4,064,653 shares in the last 24 months. This volume of shares sold represents approximately $88.06M in transactions.


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This page (NYSEARCA:FGD) was last updated on 5/12/2024 by MarketBeat.com Staff

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