FGD Institutional Ownership
First Trust Dow Jones Global Select Dividend Index Fund
1W: -2.8%
1M: -7.9%
3M: +0.6%
YTD: +7.2%
1Y: +16.4%
3Y: +83.4%
5Y: +69.4%
$32.85
+0.06 (+0.18%)
Weekly Expected Move ±1.7%
$32
$32
$33
$33
$34
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FGD
225
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
877M
Total Invested
38
New Positions
102
Increased
57
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (237 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5,526,216 | $182M | +440,724 | +8.7% | 54Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 3,872,883 | $127M | +450,162 | +13.2% | 71Q | SEC ↗ |
| 3 | MORGAN STANLEY | 1,827,933 | $60M | +330,771 | +22.1% | 60Q | SEC ↗ |
| 4 | UBS Group AG | 1,439,472 | $47M | +425,855 | +42.0% | 47Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 1,410,118 | $46M | +262,877 | +22.9% | 15Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 1,227,175 | $40M | +161,111 | +15.1% | 7Q | SEC ↗ |
| 7 | FUKOKU MUTUAL LIFE INSURANCE Co | 1,063,000 | $35M | — | +0.0% | 14Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 758,558 | $25M | -195,837 | -20.5% | 16Q | SEC ↗ |
| 9 | AE Wealth Management LLC | 622,667 | $20M | -20,296 | -3.2% | 38Q | SEC ↗ |
| 10 | PARK NATIONAL CORP /OH | 583,714 | $19M | +37,498 | +6.9% | 15Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 560,500 | $18M | +61,257 | +12.3% | 66Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 530,712 | $17M | +43,293 | +8.9% | 35Q | SEC ↗ |
| 13 | Janney Montgomery Scott LLC | 529,883 | $17M | +8,397 | +1.6% | 52Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 518,397 | $17M | +137,854 | +36.2% | 10Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 465,842 | $15M | +52,585 | +12.7% | 31Q | SEC ↗ |
| 16 | Focus Financial Network, Inc. NEW | 389,682 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 17 | JONES FINANCIAL COMPANIES LLLP | 288,074 | $9M | +56,243 | +24.3% | 9Q | SEC ↗ |
| 18 | Stonebridge Financial Planning Group, | 245,523 | $8M | +24,461 | +11.1% | 5Q | SEC ↗ |
| 19 | PNC Financial Services Group, Inc. | 245,046 | $8M | +17,235 | +7.6% | 15Q | SEC ↗ |
| 20 | STIFEL FINANCIAL CORP | 203,506 | $7M | +60,048 | +41.9% | 49Q | SEC ↗ |
| 21 | IMG Wealth Management, Inc. | 196,254 | $6M | +3,650 | +1.9% | 7Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 180,235 | $6M | +56,127 | +45.2% | 26Q | SEC ↗ |
| 23 | Oxford Wealth Group, LLC | 169,056 | $6M | +38,087 | +29.1% | 2Q | SEC ↗ |
| 24 | ForthRight Wealth Management, LLC | 165,594 | $5M | -10,762 | -6.1% | 23Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 127,739 | $4M | +12,586 | +10.9% | 53Q | SEC ↗ |
| 26 | Creekside Partners | 123,044 | $4M | +796 | +0.7% | 9Q | SEC ↗ |
| 27 | Triad Wealth Partners, LLC NEW | 122,204 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 119,529 | $4M | +2,407 | +2.1% | 35Q | SEC ↗ |
| 29 | Steward Partners Investment Advisory, | 110,391 | $4M | -3,082 | -2.7% | 36Q | SEC ↗ |
| 30 | Lynx Investment Advisory | 110,305 | $4M | -23,000 | -17.3% | 9Q | SEC ↗ |
| 31 | Harvest Investment Services, LLC | 110,055 | $4M | +4,782 | +4.5% | 31Q | SEC ↗ |
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 107,669 | $4M | +29,777 | +38.2% | 7Q | SEC ↗ |
| 33 | Compass Financial Services Inc | 107,269 | $4M | +9,803 | +10.1% | 2Q | SEC ↗ |
| 34 | Trueblood Wealth Management, LLC | 106,896 | $4M | +6,498 | +6.5% | 11Q | SEC ↗ |
| 35 | FSB PREMIER WEALTH MANAGEMENT, INC. | 104,153 | $3M | +97,073 | +1371.1% | 2Q | SEC ↗ |
| 36 | Gateway Wealth Partners, LLC | 102,791 | $3M | -95,235 | -48.1% | 4Q | SEC ↗ |
| 37 | WealthBridge Capital Management, LLC | 100,468 | $3M | +14,231 | +16.5% | 17Q | SEC ↗ |
| 38 | SMART Wealth LLC | 99,371 | $3M | -12,754 | -11.4% | 10Q | SEC ↗ |
| 39 | Twelve Points Wealth Management LLC | 96,316 | $3M | +3,001 | +3.2% | 19Q | SEC ↗ |
| 40 | Hobart Private Capital, LLC | 96,227 | $3M | +5,747 | +6.4% | 2Q | SEC ↗ |
| 41 | Owen LaRue, LLC | 93,405 | $3M | -39,683 | -29.8% | 5Q | SEC ↗ |
| 42 | Integrated Wealth Concepts LLC | 91,780 | $3M | +4,372 | +5.0% | 20Q | SEC ↗ |
| 43 | Foundations Investment Advisors, LLC | 88,198 | $3M | +31,905 | +56.7% | 15Q | SEC ↗ |
| 44 | BELLEVUE ASSET MANAGEMENT, LLC | 87,167 | $3M | +1,710 | +2.0% | 2Q | SEC ↗ |
| 45 | Equitable Holdings, Inc. | 84,067 | $3M | -3,434 | -3.9% | 17Q | SEC ↗ |
| 46 | RFG Advisory, LLC | 82,654 | $3M | +71,320 | +629.3% | 4Q | SEC ↗ |
| 47 | TRUIST FINANCIAL CORP | 81,757 | $3M | +17,878 | +28.0% | 27Q | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 80,887 | $3M | +3,664 | +4.7% | 45Q | SEC ↗ |
| 49 | &PARTNERS | 75,140 | $2M | +20,687 | +38.0% | 5Q | SEC ↗ |
| 50 | D.A. DAVIDSON & CO. | 68,629 | $2M | +1,906 | +2.9% | 54Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Focus Financial Network, Inc. | 389,682 | $13M |
| Triad Wealth Partners, LLC | 122,204 | $4M |
| RiverTree Advisors, LLC | 46,250 | $2M |
| IFG Advisory, LLC | 38,508 | $1M |
| First Heartland Consultants, Inc. | 38,284 | $1M |
| LOWE BROCKENBROUGH & CO INC | 24,004 | $789K |
| SILVER OAK SECURITIES, INCORPORATED | 15,439 | $507K |
| Arkadios Wealth Advisors | 13,891 | $456K |
| WIREGRASS INVESTMENT MANAGEMENT LLC | 13,225 | $434K |
| Coppell Advisory Solutions LLC | 11,431 | $376K |
| UPTICK PARTNERS, LLC | 10,617 | $349K |
| Ameritas Advisory Services, LLC | 10,328 | $339K |
| XML Financial, LLC | 9,544 | $314K |
| Worth Financial Advisory Group, LLC | 9,471 | $311K |
| Trilogy Capital Inc. | 8,161 | $268K |
| Comprehensive Financial Consultants | 7,840 | $258K |
| Arax Advisory Partners | 7,789 | $256K |
| NATIONS FINANCIAL GROUP INC, /IA/ / | 7,635 | $251K |
| Prospera Financial Services Inc | 7,616 | $250K |
| Kovack Advisors, Inc. | 7,048 | $232K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 285,052 | $9M |
| JANE STREET GROUP, LLC | 203,104 | $7M |
| Independent Advisor Alliance | 85,816 | $3M |
| GTS SECURITIES LLC | 40,766 | $1M |
| CacheTech Inc. | 37,635 | $1M |
| Clearstead Advisors, LLC | 30,062 | $988K |
| Apollon Wealth Management, LLC | 12,814 | $421K |
| RETIREMENT GUYS FORMULA LLC | 9,835 | $323K |
| Slagle Financial, LLC | 7,705 | $253K |
| FSA Advisors, Inc. | 7,294 | $240K |
| Centennial Advisors, LLC | 6,686 | $220K |
| Root Financial Partners, LLC | 4,449 | $146K |
| Turning Point Benefit Group, Inc. | 2,336 | $77K |
| Crews Bank & Trust | 1,670 | $55K |
| BARCLAYS PLC | 1,000 | $33K |
| Sound Income Strategies, LLC | 714 | $23K |
| CITIGROUP INC | 700 | $23K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 616 | $20K |
| Qube Research & Technologies Ltd | 576 | $19K |
| MAI Capital Management | 371 | $12K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +450,162 | +13.2% | 3,872,883 |
| LPL Financial LLC | +440,724 | +8.7% | 5,526,216 |
| UBS Group AG | +425,855 | +42.0% | 1,439,472 |
| MORGAN STANLEY | +330,771 | +22.1% | 1,827,933 |
| BANK OF AMERICA CORP /DE | +262,877 | +22.9% | 1,410,118 |
| RAYMOND JAMES FINANCIAL INC | +161,111 | +15.1% | 1,227,175 |
| Cetera Investment Advisers | +137,854 | +36.2% | 518,397 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | +97,073 | +1371.1% | 104,153 |
| RFG Advisory, LLC | +71,320 | +629.3% | 82,654 |
| ROYAL BANK OF CANADA | +61,257 | +12.3% | 560,500 |
| STIFEL FINANCIAL CORP | +60,048 | +41.9% | 203,506 |
| JONES FINANCIAL COMPANIES LLLP | +56,243 | +24.3% | 288,074 |
| OSAIC HOLDINGS, INC. | +56,127 | +45.2% | 180,235 |
| ENVESTNET ASSET MANAGEMENT INC | +52,585 | +12.7% | 465,842 |
| COMMONWEALTH EQUITY SERVICES, LLC | +43,293 | +8.9% | 530,712 |
| Sanctuary Advisors, LLC | +38,571 | +142.5% | 65,637 |
| Oxford Wealth Group, LLC | +38,087 | +29.1% | 169,056 |
| PARK NATIONAL CORP /OH | +37,498 | +6.9% | 583,714 |
| Foundations Investment Advisors, LL | +31,905 | +56.7% | 88,198 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +29,777 | +38.2% | 107,669 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | -195,837 | -20.5% | 758,558 |
| Gateway Wealth Partners, LLC | -95,235 | -48.1% | 102,791 |
| Owen LaRue, LLC | -39,683 | -29.8% | 93,405 |
| Lynx Investment Advisory | -23,000 | -17.3% | 110,305 |
| AE Wealth Management LLC | -20,296 | -3.2% | 622,667 |
| MERCER GLOBAL ADVISORS INC /ADV | -16,406 | -48.1% | 17,679 |
| SMART Wealth LLC | -12,754 | -11.4% | 99,371 |
| ForthRight Wealth Management, LLC | -10,762 | -6.1% | 165,594 |
| Mariner, LLC | -9,267 | -40.7% | 13,478 |
| IFP Advisors, Inc | -6,763 | -47.6% | 7,437 |
| Proactive Wealth Strategies LLC | -5,994 | -27.3% | 15,976 |
| Mission Creek Capital Partners, Inc | -4,511 | -9.4% | 43,676 |
| Collier Financial | -3,684 | -11.1% | 29,623 |
| Waverly Advisors, LLC | -3,459 | -10.7% | 28,918 |
| Equitable Holdings, Inc. | -3,434 | -3.9% | 84,067 |
| Steward Partners Investment Advisor | -3,082 | -2.7% | 110,391 |
| Thrivent Financial for Lutherans | -2,245 | -13.9% | 13,849 |
| B.O.S.S. Retirement Advisors, LLC | -2,236 | -13.9% | 13,833 |
| Lloyd Advisory Services, LLC. | -2,100 | -30.9% | 4,688 |
| SMITH, MOORE & CO. | -1,659 | -15.4% | 9,110 |