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 | 02/11/2026 | 3.34 M | $100.99 M | 10.08% | 9.89% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.67 M | $80.86 M | 18.84% | 8.05% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.44 M | $43.47 M | 47.87% | 4.31% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.31 M | $39.51 M | -23.80% | 3.92% |
| FUKOKU MUTUAL LIFE INSURANCE CO | 02/10/2026 | 1.06 M | $32.18 M | 0.00% | 3.41% |
| MORGAN STANLEY | 02/13/2026 | 1.11 M | $33.63 M | 0.36% | 3.35% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 885.41 K | $26.80 M | 1.72% | 2.67% |
| UBS GROUP AG | 01/29/2026 | 798.49 K | $24.17 M | 4.15% | 2.41% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 681.47 K | $20.63 M | 18.17% | 2.05% |
| PARK NATIONAL CORP /OH/ | 01/05/2026 | 527.65 K | $15.97 M | 2.57% | 1.69% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 520.31 K | $15.75 M | 7.73% | 1.54% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 436.63 K | $13.22 M | -7.25% | 1.32% |
| ROYAL BANK OF CANADA | 02/17/2026 | 405.53 K | $12.28 M | 47.82% | 1.22% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 355.49 K | $10.76 M | 12.77% | 1.07% |
| JANE STREET GROUP, LLC | 02/12/2026 | 289.84 K | $8.77 M | 266.83% | 0.93% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 298.57 K | $9.04 M | 76.66% | 0.90% |
| IMG WEALTH MANAGEMENT, INC. | 02/05/2026 | 195.60 K | $5.92 M | 14.70% | 0.63% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 206.17 K | $6.24 M | 21.77% | 0.62% |
| STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | 02/05/2026 | 191.21 K | $5.79 M | 35.83% | 0.61% |
| FORTHRIGHT WEALTH MANAGEMENT, LLC | 01/13/2026 | 176.77 K | $5.35 M | 1.22% | 0.57% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 158.93 K | $4.81 M | 28.40% | 0.48% |
| LYNX INVESTMENT ADVISORY | 02/05/2026 | 137.11 K | $4.15 M | -6.16% | 0.44% |
| OWEN LARUE, LLC | 02/05/2026 | 127.04 K | $3.85 M | 14.43% | 0.41% |
| SMART WEALTH LLC | 01/26/2026 | 123.91 K | $3.75 M | -5.53% | 0.40% |
| CREEKSIDE PARTNERS | 02/13/2026 | 116.46 K | $3.53 M | 0.95% | 0.35% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 113.05 K | $3.42 M | -0.53% | 0.34% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 112.60 K | $3.41 M | 82.01% | 0.33% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 102.22 K | $3.09 M | 6.26% | 0.33% |
| HARVEST INVESTMENT SERVICES, LLC | 02/17/2026 | 103.44 K | $3.13 M | -5.55% | 0.31% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 01/23/2026 | 95.18 K | $2.92 M | -12.62% | 0.31% |
| TRUEBLOOD WEALTH MANAGEMENT, LLC | 01/21/2026 | 93.97 K | $2.84 M | 8.68% | 0.30% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 99.88 K | $3.02 M | -26.32% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 95.05 K | $2.88 M | -9.67% | 0.29% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 81.54 K | $2.47 M | 7.02% | 0.25% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 01/21/2026 | 76.36 K | $2.31 M | 27.08% | 0.24% |
| GATEWAY WEALTH PARTNERS, LLC | 02/11/2026 | 79.90 K | $2.42 M | 46.45% | 0.24% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 77.25 K | $2.34 M | 12.23% | 0.23% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 75.26 K | $2.28 M | 0.58% | 0.23% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 58.08 K | $1.76 M | 5.40% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 59.95 K | $1.81 M | -49.38% | 0.18% |
| MISSION CREEK CAPITAL PARTNERS, INC. | 02/12/2026 | 56.56 K | $1.71 M | -3.15% | 0.17% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 52.17 K | $1.58 M | 16.03% | 0.17% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 50.07 K | $1.52 M | 35.80% | 0.16% |
| SIGMA PLANNING CORP | 01/30/2026 | 46.47 K | $1.41 M | 61.94% | 0.15% |
| ELEVATED CAPITAL ADVISORS, LLC | 01/27/2026 | 46.05 K | $1.39 M | -5.76% | 0.15% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 48.48 K | $1.47 M | 5.70% | 0.15% |
| SAVVY ADVISORS, INC. | 01/20/2026 | 42.17 K | $1.28 M | 100.00% | 0.14% |
| CITADEL ADVISORS LLC | 02/17/2026 | 43.75 K | $1.32 M | 199.49% | 0.13% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 01/14/2026 | 40.69 K | $1.23 M | 9.01% | 0.13% |
| TCFG WEALTH MANAGEMENT, LLC | 02/13/2026 | 43.01 K | $1.30 M | 2.09% | 0.13% |
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First Trust Dow Jones Global Select Dividend Index Fund institutional Ownership - FAQ's
During the previous two years, 254 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
UBS Group AG: 1.01 M
PARK NATIONAL CORP /OH/: 546,216
Janney Montgomery Scott LLC: 521,486
COMMONWEALTH EQUITY SERVICES, LLC: 487,419
ENVESTNET ASSET MANAGEMENT INC: 413,257
66.53% of First Trust Dow Jones Global Select Dividend Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 23.91 M shares in the last 24 months. This purchase volume represents approximately $764.61 M in transactions.