First Trust Dow Jones Global Select Dividend Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 5.53 M | $176.78 M | 8.67% | 13.58% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 3.87 M | $123.89 M | 13.15% | 9.52% |
| MORGAN STANLEY | 08/13/2026 | 1.83 M | $58.48 M | 22.09% | 4.49% |
| UBS GROUP AG | 08/13/2026 | 1.44 M | $46.05 M | 42.01% | 3.54% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.41 M | $45.11 M | 22.91% | 3.46% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.23 M | $39.26 M | 15.11% | 3.02% |
| FUKOKU MUTUAL LIFE INSURANCE CO | 07/24/2026 | 1.06 M | $34.01 M | 0.00% | 2.61% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 758.56 K | $24.24 M | -20.52% | 1.86% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 622.67 K | $19.92 M | -3.16% | 1.53% |
| PARK NATIONAL CORP /OH/ | 07/15/2026 | 583.71 K | $18.67 M | 6.87% | 1.43% |
| ROYAL BANK OF CANADA | 08/14/2026 | 560.50 K | $17.93 M | 12.27% | 1.38% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 530.71 K | $16.98 M | 8.88% | 1.30% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 529.88 K | $16.95 M | 1.61% | 1.30% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 518.40 K | $16.58 M | 36.23% | 1.27% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 465.84 K | $14.90 M | 12.72% | 1.14% |
| FOCUS FINANCIAL NETWORK, INC. | 07/09/2026 | 389.68 K | $12.47 M | 100.00% | 0.96% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 288.07 K | $9.26 M | 24.26% | 0.71% |
| STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | 07/31/2026 | 245.52 K | $7.85 M | 11.07% | 0.60% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 245.05 K | $7.84 M | 7.57% | 0.60% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 203.51 K | $6.51 M | 41.86% | 0.50% |
| IMG WEALTH MANAGEMENT, INC. | 08/07/2026 | 196.25 K | $6.28 M | 1.90% | 0.48% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 180.24 K | $5.77 M | 45.22% | 0.44% |
| OXFORD WEALTH GROUP, LLC | 08/13/2026 | 169.06 K | $5.41 M | 29.08% | 0.42% |
| FORTHRIGHT WEALTH MANAGEMENT, LLC | 08/07/2026 | 165.59 K | $5.30 M | -6.10% | 0.41% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 127.74 K | $4.09 M | 10.93% | 0.31% |
| CREEKSIDE PARTNERS | 07/31/2026 | 123.04 K | $3.94 M | 0.65% | 0.30% |
| TRIAD WEALTH PARTNERS, LLC | 08/10/2026 | 122.20 K | $4.22 M | 100.00% | 0.30% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 119.53 K | $3.82 M | 2.06% | 0.29% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 110.39 K | $3.53 M | -2.72% | 0.27% |
| LYNX INVESTMENT ADVISORY | 07/27/2026 | 110.31 K | $3.53 M | -17.25% | 0.27% |
| HARVEST INVESTMENT SERVICES, LLC | 08/14/2026 | 110.06 K | $3.52 M | 4.54% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 107.67 K | $3.44 M | 38.23% | 0.26% |
| COMPASS FINANCIAL SERVICES INC | 07/24/2026 | 107.27 K | $3.43 M | 10.06% | 0.26% |
| TRUEBLOOD WEALTH MANAGEMENT, LLC | 07/27/2026 | 106.90 K | $3.42 M | 6.47% | 0.26% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 08/12/2026 | 104.15 K | $3.33 M | 1,371.09% | 0.26% |
| GATEWAY WEALTH PARTNERS, LLC | 08/04/2026 | 102.79 K | $3.29 M | -48.09% | 0.25% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 07/24/2026 | 100.47 K | $3.21 M | 16.50% | 0.25% |
| SMART WEALTH LLC | 08/06/2026 | 99.37 K | $3.18 M | -11.37% | 0.24% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 08/07/2026 | 96.32 K | $3.08 M | 3.22% | 0.24% |
| HOBART PRIVATE CAPITAL, LLC | 07/06/2026 | 96.23 K | $3.08 M | 6.35% | 0.24% |
| OWEN LARUE, LLC | 07/22/2026 | 93.41 K | $2.99 M | -29.82% | 0.23% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/14/2026 | 88.20 K | $2.82 M | 56.68% | 0.22% |
| BELLEVUE ASSET MANAGEMENT, LLC | 08/04/2026 | 87.17 K | $2.79 M | 2.00% | 0.21% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 84.07 K | $2.69 M | -3.92% | 0.21% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 91.78 K | $2.94 M | 5.00% | 0.20% |
| RFG ADVISORY, LLC | 07/15/2026 | 82.65 K | $2.64 M | 629.26% | 0.20% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 81.76 K | $2.62 M | 27.99% | 0.20% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 80.89 K | $2.59 M | 4.74% | 0.20% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 75.14 K | $2.40 M | 37.99% | 0.18% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 68.63 K | $2.20 M | 2.86% | 0.17% |
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First Trust Dow Jones Global Select Dividend Index Fund institutional Ownership - FAQ's
During the previous two years, 296 institutional investors and hedge funds held shares of First Trust Dow Jones Global Select Dividend Index Fund. The most heavily invested institutionals were:
LPL Financial LLC: 5.53 M
WELLS FARGO & COMPANY/MN: 3.87 M
MORGAN STANLEY: 1.83 M
UBS Group AG: 1.44 M
BANK OF AMERICA CORP /DE/: 1.41 M
RAYMOND JAMES FINANCIAL INC: 1.23 M
68.70% of First Trust Dow Jones Global Select Dividend Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 30.42 M shares in the last 24 months. This purchase volume represents approximately $972.67 M in transactions.