Who owns First Trust Dow Jones Global Select Dividend Index Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FGD from SEC Form 13F filings across 208 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 208 institutions disclosed 28.0M shares of First Trust Dow Jones Global Select Dividend Index Fund worth $894.6M — about 68.7% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
208
13F holders
$894.6M
value, 2026 filers
68.7%
of shares outstanding (28.0M sh)
40
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FGD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.5M | $176.8M | 0.0% | 13.6% | +8.7% |
| 2 | WELLS FARGO & COMPANY/MN | 3.9M | $123.9M | 0.0% | 9.5% | +13.2% |
| 3 | MORGAN STANLEY | 1.8M | $58.5M | 0.0% | 4.5% | +22.1% |
| 4 | UBS Group AG | 1.4M | $46.0M | 0.0% | 3.5% | +42.0% |
| 5 | BANK OF AMERICA CORP /DE/ | 1.4M | $45.1M | 0.0% | 3.5% | +22.9% |
| 6 | RAYMOND JAMES FINANCIAL INC | 1.2M | $39.3M | 0.0% | 3% | +15.1% |
| 7 | FUKOKU MUTUAL LIFE INSURANCE Co | 1.1M | $34.0M | 2.0% | 2.6% | 0.0% |
| 8 | AMERIPRISE FINANCIAL INC | 758,558 | $24.2M | 0.0% | 1.9% | -20.5% |
| 9 | AE Wealth Management LLC | 622,667 | $19.9M | 0.1% | 1.5% | -3.2% |
| 10 | PARK NATIONAL CORP /OH/ | 583,714 | $18.7M | 0.5% | 1.4% | +6.9% |
| 11 | ROYAL BANK OF CANADA | 560,500 | $17.9M | 0.0% | 1.4% | +12.3% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 530,712 | $17.0M | 0.0% | 1.3% | +8.9% |
| 13 | Janney Montgomery Scott LLC | 529,883 | $17.0M | 0.0% | 1.3% | +1.6% |
| 14 | Cetera Investment Advisers | 518,397 | $16.6M | 0.0% | 1.3% | +36.2% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 465,842 | $14.9M | 0.0% | 1.1% | +12.7% |
| 16 | Focus Financial Network, Inc.NEW | 389,682 | $12.5M | 0.4% | 1% | new |
| 17 | JONES FINANCIAL COMPANIES LLLP | 288,074 | $9.3M | 0.0% | 0.7% | +24.3% |
| 18 | Stonebridge Financial Planning Group, LLC | 245,523 | $7.9M | 2.5% | 0.6% | +11.1% |
| 19 | PNC Financial Services Group, Inc. | 245,046 | $7.8M | 0.0% | 0.6% | +7.6% |
| 20 | STIFEL FINANCIAL CORP | 203,506 | $6.5M | 0.0% | 0.5% | +41.9% |
| 21 | IMG Wealth Management, Inc. | 196,254 | $6.3M | 3.5% | 0.5% | +1.9% |
| 22 | OSAIC HOLDINGS, INC. | 180,235 | $5.8M | 0.0% | 0.4% | +45.2% |
| 23 | Oxford Wealth Group, LLC | 169,056 | $5.4M | 2.4% | 0.4% | +29.1% |
| 24 | ForthRight Wealth Management, LLC | 165,594 | $5.3M | 1.4% | 0.4% | -6.1% |
| 25 | Cambridge Investment Research Advisors, Inc. | 127,739 | $4.1M | 0.0% | 0.3% | +10.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.