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Get Institutions for : 
First Trust Dow Jones Global Select Dividend Index Fund (FGD)  
$23.50 0.12 (0.52%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 119    6
Total shares held : 
15,572,186  
% of shares held : 
87.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -11  
Amount of shares held : 
-1,403,164  
% of shares held change : 
  -7.88%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$20.29  
Last Quarter's Ending Price : 
$22.26  
Last Quarter's Average Price
$21.03  
Change from last quarter's     
avg. price to the last closing  : 
2.47 (11.76%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 68,809
 0.44%
 
Increased Positions :
42
 926,456
 5.95%
 
Unchanged Positions :
22
 746,020
 4.79%
 
Decreased Positions :
47
-2,103,856
-13.51%
 
Closed Positions :
14
-294,573
-1.89%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FIRST TRUST ADVISORS LP 534 - 2023-12-31 1,572,108 $34,995,000 -367,578
   WELLS FARGO & CO/MN 896 - 2024-03-31 1,376,215 $31,336,000 -242,300
   MORGAN STANLEY 2266 - 2023-12-31 1,317,347 $29,324,000 -452,009
   LPL FINANCIAL CORP 768 - 2024-03-31 1,279,787 $29,141,000 -15,446
   UBS Group AG 1167 - 2023-12-31 765,506 $17,040,000 -48,481
   PARK NATIONAL CORP /OH/ 77 - 2024-03-31 343,189 $7,814,000 -2,335
   JANE STREET GROUP LLC 1128 - 2023-12-31 342,060 $7,614,000 -52,137
   ENVESTNET ASSET MANAGEMENT INC 1774 - 2023-12-31 263,685 $5,870,000 -11,994
   ForthRight Wealth Management LLC 17 - 2024-03-31 143,522 $3,268,000 -5,835
   U.S. Capital Wealth Advisors LLC 197 - 2024-03-31 110,545 $2,517,000 -498
   JANNEY MONTGOMERY SCOTT LLC 1045 - 2024-03-31 108,413 $2,469,000 -827
   RAYMOND JAMES & ASSOCIATES 2111 - 2024-03-31 93,659 $2,133,000 -72,052
   Steward Partners Investment Advisory LLC 489 - 2023-12-31 94,979 $2,114,000 -5,912
   STIFEL FINANCIAL CORP 1656 - 2023-12-31 90,160 $2,007,000 -33,054
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1294 - 2024-03-31 83,528 $1,902,000 -4,849
   MISSION CREEK CAPITAL PARTNERS INC 85 - 2023-12-31 60,960 $1,357,000 -2,655
   Advisor Group Holdings Inc. 2079 - 2024-03-31 56,439 $1,285,000 -718
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1902 - 2024-03-31 56,311 $1,282,000 -7,657
   FOREFRONT WEALTH MANAGEMENT INC. 19 - 2023-09-30 59,564 $1,228,000 -4,843
   Trueblood Wealth Management LLC 47 - 2024-03-31 47,816 $1,089,000 -8,322
   Capital Investment Advisory Services LLC 190 - 2024-03-31 45,940 $1,046,000 -1,125
   Kestra Advisory Services LLC 1166 - 2023-12-31 41,112 $915,000 -6,695
   OLD MISSION CAPITAL LLC 480 - 2023-12-31 37,187 $828,000 -56,608
   Concurrent Investment Advisors LLC 439 - 2024-03-31 32,956 $750,000 -1,136
   DDFG Inc 36 - 2024-03-31 32,429 $738,000 -1,883
   HIGHTOWER ADVISORS, LLC 2021 - 2024-03-31 30,095 $685,000 -147
   COTTONWOOD CAPITAL ADVISORS LLC 58 - 2024-03-31 22,421 $491,000 -217
   Authentikos Wealth Advisory LLC 40 - 2023-12-31 20,182 $449,000 -2,904
   Foundations Investment Advisors LLC 472 - 2023-12-31 18,621 $414,000 -17,644
   KESTRA PRIVATE WEALTH SERVICES LLC 977 - 2024-03-31 14,292 $325,000 -6,297
   Private Advisor Group LLC 1813 - 2024-03-31 13,353 $304,000 -11,181
   GPS Wealth Strategies Group LLC 204 - 2024-03-31 13,249 $302,000 -848
   Envestnet Portfolio Solutions Inc. 1434 - 2024-03-31 11,320 $258,000 -825
   Csenge Advisory Group 596 - 2024-03-31 11,171 $254,000 -173
   Private Portfolio Partners LLC 238 - 2024-03-31 11,078 $252,000 -5,732
   HOWE & RUSLING INC 205 - 2023-12-31 11,000 $245,000 -1,024
   Holistic Financial Partners 119 - 2024-03-31 9,577 $218,000 -268
   IFP Advisors Inc 955 - 2023-12-31 8,383 $187,000 -2,365
   BENJAMIN F. EDWARDS & COMPANY INC. 942 - 2024-03-31 7,581 $173,000 -173
   Goss Wealth Management LLC 1787 - 2023-12-31 6,773 $151,000 -1,140
   HARBOUR INVESTMENTS INC. 983 - 2023-12-31 6,537 $146,000 -1,284
   CREATIVE FINANCIAL DESIGNS INC /ADV 524 - 2024-03-31 5,296 $121,000 -134
   Global Retirement Partners LLC 1160 - 2024-03-31 3,528 $80,000 -350
   PRINCIPAL SECURITIES INC. 1355 - 2024-03-31 3,495 $80,000 -6,318
   SUMMIT INVESTMENT ADVISORS INC 1988 - 2023-12-31 2,980 $66,000 -55

  45 Records found
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