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 | 05/06/2026 | 5.09 M | $162.38 M | 52.43% | 11.99% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 3.42 M | $109.29 M | 28.13% | 8.07% |
| MORGAN STANLEY | 05/15/2026 | 1.50 M | $47.80 M | 34.75% | 3.53% |
| AMERIPRISE FINANCIAL INC | 07/17/2026 | 954.40 K | $30.46 M | -26.88% | 2.88% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.15 M | $36.63 M | 68.35% | 2.70% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.07 M | $34.04 M | -25.76% | 2.51% |
| FUKOKU MUTUAL LIFE INSURANCE CO | 04/28/2026 | 1.06 M | $33.94 M | 0.00% | 2.51% |
| UBS GROUP AG | 05/05/2026 | 1.01 M | $32.36 M | 26.94% | 2.39% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 642.96 K | $20.53 M | -27.38% | 1.52% |
| PARK NATIONAL CORP /OH/ | 04/16/2026 | 546.22 K | $17.44 M | 3.52% | 1.29% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 521.49 K | $16.65 M | 0.23% | 1.23% |
| ROYAL BANK OF CANADA | 05/15/2026 | 499.24 K | $15.94 M | 23.11% | 1.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 487.42 K | $15.56 M | 11.63% | 1.15% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 413.26 K | $13.20 M | 16.25% | 0.97% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 380.54 K | $12.15 M | 27.46% | 0.90% |
| CITADEL ADVISORS LLC | 05/15/2026 | 285.05 K | $9.10 M | 551.55% | 0.67% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 231.83 K | $7.22 M | 45.87% | 0.55% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 227.81 K | $7.27 M | 10.50% | 0.54% |
| STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | 05/08/2026 | 221.06 K | $7.06 M | 15.61% | 0.52% |
| JANE STREET GROUP, LLC | 05/12/2026 | 203.10 K | $6.49 M | -29.93% | 0.48% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 198.03 K | $6.32 M | 147.83% | 0.47% |
| IMG WEALTH MANAGEMENT, INC. | 05/15/2026 | 192.60 K | $6.15 M | -1.53% | 0.45% |
| FORTHRIGHT WEALTH MANAGEMENT, LLC | 05/12/2026 | 176.36 K | $5.63 M | -0.23% | 0.42% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 143.46 K | $4.58 M | 43.64% | 0.34% |
| LYNX INVESTMENT ADVISORY | 04/24/2026 | 133.31 K | $4.26 M | -2.77% | 0.31% |
| OWEN LARUE, LLC | 04/30/2026 | 133.09 K | $4.25 M | 4.76% | 0.31% |
| OXFORD WEALTH GROUP, LLC | 05/11/2026 | 130.97 K | $4.18 M | 100.00% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 124.11 K | $3.96 M | 30.57% | 0.29% |
| CREEKSIDE PARTNERS | 04/22/2026 | 122.25 K | $3.90 M | 4.97% | 0.29% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 117.12 K | $3.74 M | 4.02% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 115.15 K | $3.68 M | 12.65% | 0.27% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 113.47 K | $3.62 M | 0.38% | 0.27% |
| SMART WEALTH LLC | 04/23/2026 | 112.13 K | $3.58 M | -9.51% | 0.26% |
| HARVEST INVESTMENT SERVICES, LLC | 05/15/2026 | 105.27 K | $3.36 M | 1.78% | 0.25% |
| TRUEBLOOD WEALTH MANAGEMENT, LLC | 04/21/2026 | 100.40 K | $3.21 M | 6.84% | 0.24% |
| COMPASS FINANCIAL SERVICES INC | 05/01/2026 | 97.47 K | $3.11 M | 100.00% | 0.23% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 04/14/2026 | 93.32 K | $2.98 M | -1.96% | 0.22% |
| HOBART PRIVATE CAPITAL, LLC | 04/07/2026 | 90.48 K | $2.89 M | 100.00% | 0.21% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 87.50 K | $2.65 M | 16.26% | 0.21% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 87.41 K | $2.79 M | 7.20% | 0.21% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 04/17/2026 | 86.24 K | $2.75 M | 12.93% | 0.20% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 85.82 K | $2.74 M | 100.00% | 0.20% |
| BELLEVUE ASSET MANAGEMENT, LLC | 04/24/2026 | 85.46 K | $2.73 M | 100.00% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 77.89 K | $2.49 M | 29.92% | 0.18% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 77.22 K | $2.47 M | -0.04% | 0.18% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 66.72 K | $2.13 M | 14.89% | 0.16% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 63.88 K | $2.04 M | 22.45% | 0.15% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 62.99 K | $2.01 M | 25.81% | 0.15% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 59.05 K | $1.89 M | 21.80% | 0.14% |
| MOORS & CABOT, INC. | 05/08/2026 | 57.10 K | $1.82 M | 68.52% | 0.13% |
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First Trust Dow Jones Global Select Dividend Index Fund institutional Ownership - FAQ's
During the previous two years, 276 institutional investors and hedge funds held shares of First Trust Dow Jones Global Select Dividend Index Fund. The most heavily invested institutionals were:
FUKOKU MUTUAL LIFE INSURANCE Co: 1.06 M
AE Wealth Management LLC: 622,667
PARK NATIONAL CORP /OH/: 583,714
COMMONWEALTH EQUITY SERVICES, LLC: 530,712
Janney Montgomery Scott LLC: 529,883
ENVESTNET ASSET MANAGEMENT INC: 465,842
75.63% of First Trust Dow Jones Global Select Dividend Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 28.20 M shares in the last 24 months. This purchase volume represents approximately $901.73 M in transactions.