FGD institutional holders

First Trust DJ Global Select Dividend · 222 reporting institutions · $878.5M reported value

Funds that can replace FGD · FGD return decomposition

Institutional holdings

Institutions reporting FGD, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$176.8M23,4582026-06-30
Wells Fargo & Company/mn$123.9M02026-06-30
Morgan Stanley$58.5M23,1852026-06-30
UBS Group AG$46M02026-06-30
Bank of America Corp /de$45.1M02026-06-30
Raymond James Financial Inc$39.3M02026-06-30
Fukoku Mutual Life Insurance Co$34M02026-06-30
Ameriprise Financial Inc$24.2M02026-06-30
Ae Wealth Management LLC$19.9M4712026-06-30
Park National Corp /oh$18.7M02026-06-30
Royal Bank of Canada$17.9M02026-06-30
Commonwealth Equity Services, LLC$17M2,8632026-06-30
Cetera Investment Advisers$16.6M10,3702026-06-30
Envestnet Pmc$14.9M602026-06-30
Focus Financial$12.5M1212026-06-30
Jones Financial Companies LLLP$9.3M02026-06-30
Stonebridge Financial Planning Group, LLC$7.9M52026-06-30
PNC Financial Services Group, Inc.$7.8M02026-06-30
Stifel Financial Corp$6.5M02026-06-30
Img Wealth Management, Inc.$6.3M72026-06-30
Osaic Holdings, Inc.$5.8M02026-06-30
Oxford Wealth Group, LLC$5.4M02026-06-30
Forthright Wealth Management, LLC$5.3M72026-06-30
Triad Wealth Partners, LLC$4.2M492026-06-30
Creekside Partners$3.9M22026-06-30
Northwestern Mutual Wealth Management Co$3.8M02026-06-30
Steward Partners Investment Advisory, LLC$3.5M4812026-06-30
Lynx Investment Advisory$3.5M112026-06-30
Harvest Investment Services, LLC$3.5M272026-06-30
Susquehanna International Group, LLP$3.4M02026-06-30
Compass Financial Services Inc$3.4M72026-06-30
Trueblood Wealth Management, LLC$3.4M52026-06-30
Fsb Premier Wealth Management, Inc.$3.3M102026-06-30
Gateway Wealth Partners, LLC$3.3M1012026-06-30
Wealthbridge Capital Management, LLC$3.2M52026-06-30
Smart Wealth LLC$3.2M192026-06-30
Integrated Wealth Concepts LLC$3.2M4802026-06-30
Twelve Points Wealth Management LLC$3.1M202026-06-30
Hobart Private Capital, LLC$3.1M122026-06-30
Owen Larue, LLC$3M42026-06-30
Foundations Investment Advisors, LLC$2.8M3022026-06-30
Bellevue Asset Management, LLC$2.8M22026-06-30
Equitable Holdings, Inc.$2.7M02026-06-30
Rfg Advisory, LLC$2.6M1912026-06-30
Truist Financial Corp$2.6M02026-06-30
Baird Financial Group, Inc.$2.6M02026-06-30
&partners$2.4M5552026-06-30
D.A. Davidson & Co.$2.2M6892026-06-30
Concurrent Investment Advisors, LLC$2.1M3492026-06-30
Sanctuary Advisors, LLC$2.1M4012026-06-30
Moors & Cabot, Inc.$2M822026-06-30
Kestra Advisory Services, LLC$1.9M1,4792026-06-30
Sei Investments Co$1.6M02026-06-30
Split Rock Private Trading & Wealth Management, LLC$1.6M52026-06-30
Savvy Advisors, Inc.$1.5M2142026-06-30
Sigma Planning Corp$1.5M4742026-06-30
Rivertree Advisors, LLC$1.5M22026-06-30
Fifth Third Bancorp$1.5M02026-06-30
Mission Creek Capital Partners, Inc.$1.4M92026-06-30
Tcfg Investment Advisors, LLC$1.4M312026-06-30
Tcfg Wealth Management, LLC$1.4M02026-03-31
Elevated Capital Advisors, LLC$1.3M202026-06-30
Creative Planning$1.3M1,1712026-06-30
Cottonwood Capital Advisors, LLC$1.3M22026-06-30
Ifg Advisory, LLC$1.2M1102026-06-30
Benjamin Edwards Inc$1.2M02026-06-30
First Heartland Consultants, Inc.$1.2M992026-06-30
Rockefeller Capital Management LP$1.2M3462026-06-30
Triumph Capital Management$1.1M142026-06-30
Key Capital Management, Inc$1M112026-06-30
Western Wealth Management, LLC$995.4K1122026-06-30
Oppenheimer & Co. Inc.$993.3K1,1662026-06-30
Legacy Wealth Managment, Llc/id$984.4K492026-06-30
Collier Financial, Inc$947.6K12026-06-30
Waverly Advisors, LLC$925.1K2312026-06-30
Wealth Enhancement Advisory Services, LLC$827.7K1,0262026-06-30
Intellectus Partners, LLC$826.7K62026-06-30
Stephens Inc /ar$821.5K2432026-06-30
Gladstone Institutional Advisory LLC$813.5K1082026-06-30
Visionary Wealth Advisors$780.2K462026-06-30
Lowe Brockenbrough & Co Inc$767.9K152026-06-30
Hightower Advisors, LLC$762.5K1,0462026-06-30
Stratos Wealth Partners, Ltd.$731.2K3862026-06-30
Ddfg, Inc$721.6K52026-06-30
Atria Investments, Inc$699K62026-06-30
CIBC Bancorp USA Inc.$697.4K02026-06-30
CIBC Private Wealth Group LLC$688.8K02025-12-31
Simplicity Wealth, LLC$687.9K02026-06-30
Envestnet Portfolio Solutions, Inc.$676.5K32026-06-30
Newedge Advisors$664.5K6012026-06-30
Private Advisor Group, LLC$653.9K9272026-06-30
Kestra Private Wealth Services, LLC$641.6K2062026-06-30
Harbour Investments, Inc.$638.5K2472026-06-30
Principal Securities, Inc.$626.2K1,4632026-06-30
Compound Planning, Inc.$625.9K752026-06-30
Seia$624K1412026-06-30
Advisors Capital Management, LLC$599.5K592026-06-30
Comerica Bank$596.9K02025-12-31
Howe & Rusling Inc$586K102026-06-30
Capital Investment Advisory Services, LLC$577.9K1032026-06-30
Farther Finance Advisors, LLC$575.6K3342026-06-30
Integrity Alliance, Llc.$574K3532026-06-30
Cyndeo Wealth Partners$572.1K202026-06-30
Archer Investment Corp$569K782026-06-30
Mercer Global Advisors Inc /adv$565.6K02026-06-30
Lifewealth Investments, LLC$559.4K92026-06-30
Rockport Wealth LLC$551.8K82026-06-30
Synovus Financial Corp$540.8K02025-09-30
Orion Porfolio Solutions, LLC$531.8K1992026-06-30
Synergy Asset Management, LLC$530.3K102026-06-30
J.W. Cole Advisors, Inc.$521.2K4992026-06-30
Proactive Wealth Strategies, LLC$511.1K52026-06-30
Highpoint Advisor Group LLC$508.2K1142026-06-30
MML Investors Services, LLC$501.4K5,1202026-06-30
Sunbelt Securities, Inc.$498.3K632026-03-31
Silver Oak Securities, Incorporated$493.9K1172026-06-30
International Assets Investment Management, LLC$484.8K1222026-06-30
Private Trust Co NA$481.1K02026-06-30
Pinnacle Financial Partners, Inc.$444.4K02026-06-30
Arkadios Wealth Advisors$444.4K2262026-06-30
Boss. Retirement Advisors, LLC$442.5K462026-06-30
MacRoview Investment Management LLC$434.3K42026-06-30
Mariner, LLC$431.2K02026-06-30
Wiregrass Asset Management$423.1K12026-06-30
Quest 10 Wealth Builders, Inc.$400.7K32026-06-30
Lee Johnson Capital Management, LLC$395.1K92026-06-30
Bluechip Wealth Advisors LLC$392.9K62026-06-30
Lanark Financial, Inc.$377.4K692026-06-30
Centerpoint Advisory Group$374.1K52026-06-30
Main Street Financial Solutions, LLC$345.7K412026-06-30
Org Partners LLC$340K02025-12-31
Uptick Partners, LLC$339.6K172026-06-30
Lion Street Advisors, LLC$331K02025-09-30
Ameritas Advisory Services, LLC$330.4K5502026-06-30
Novem Group$306.5K322026-06-30
Holistic Financial Partners$306.4K02026-06-30
Xml Financial, LLC$305.3K282026-06-30
Worth Financial Advisory Group, LLC$303K72026-06-30
Snowden Capital Advisors LLC$294.7K1222026-06-30
Smith, Moore & Co.$291.4K452026-06-30
Advisory Services Network$269.9K2532026-06-30
Trilogy Capital, Inc.$261.1K722026-06-30
U.S. Capital Wealth Advisors, LLC$256.5K02026-03-31
Ifs Group, LLC$254.4K02026-06-30
Comprehensive Financial Consultants Institutional, Inc.$250.8K112026-06-30
Arax Advisory Partners$249.2K2322026-06-30
Nations Financial Group Inc, /ia/ /adv$244.3K02026-06-30
Prospera Financial Services, Inc.$243.8K2702026-06-30
Fmr LLC$242.5K02026-06-30
Westbourne Investments, Inc.$239.9K52026-06-30
Wealthspire Advisors, LLC$239K2372026-06-30
Ifp Advisors, Inc$237.9K3182026-06-30
Summit Financial, LLC$229.7K2292026-06-30
Kovack Advisors, Inc.$225.5K2582026-06-30
Gps Wealth Strategies Group, LLC$225.2K02025-12-31
Claro Advisors Inc.$224K202026-06-30
Pfg Investments, LLC$221.9K02026-06-30
Stegent Equity Advisors, Inc.$220.7K22026-06-30
Kingdom Financial Group Llc.$218.9K152026-06-30
Flp Wealth Management, LLC$213.5K02026-06-30
Keystone Financial Group$213.2K342026-06-30
Geneos Wealth Management, Inc.$207.1K1932026-06-30
Rda Financial Network$205.4K162026-06-30
Compass Financial Management LLC$204.4K462026-06-30
Formidable Asset Management, LLC$201.2K132026-06-30
Institute for Wealth Management, Llc.$187.3K132026-06-30
Atlantic Union Bankshares Corp$160.2K02026-06-30
Lloyd Advisory Services, Llc.$150K72026-06-30
Raleigh Capital Management Inc.$141.9K132026-06-30
Rossmore Private Capital$126.4K42026-06-30
Creative Financial Designs Inc /adv$105K02026-06-30
Cwm, LLC$104.9K6672026-03-31
Global Trust Asset Management, LLC$87.3K82026-06-30
Coppell Advisory Solutions LLC$80.4K762026-06-30
TD Capital Management LLC$78.2K82026-06-30
Federation Des Caisses Desjardins Du Quebec$72.3K02026-06-30
Whittier Trust Co of Nevada Inc$65.6K02026-06-30
Pinnacle Bancorp, Inc.$64K02026-06-30
Sbi Securities Co., Ltd.$63K02026-06-30
Jpmorgan Chase & Co$61.3K02026-06-30
Larson Financial Group LLC$58.7K672026-06-30
Rothschild Investment LLC$47.7K182026-06-30
Global Retirement Partners LLC$44.6K4912026-06-30
Hilton Head Capital Partners, LLC$40K62026-06-30
Ameritas Investment Partners, Inc.$39.5K72026-06-30
Fyra Capital Management$28.3K72025-09-30
Regatta Research & Money Management LLC$22.4K62026-06-30
Tidemark, LLC$20.6K82026-06-30
Aptus Capital Advisors, LLC$19.7K212026-06-30
Montgomery Financial Services LLC$19.4K42026-06-30
Networth Advisors, LLC$18.1K62026-06-30
Janney Montgomery Scott LLC$17K1,3422026-06-30
Godfrey Financial Associates, Inc.$16K32026-06-30
Front Row Advisors LLC$15.8K72026-06-30
Vermillion Wealth Management, Inc.$14.2K42026-06-30
Tounjian Advisory Partners, LLC$12.6K52026-06-30
Luminist Capital LLC$9.5K52026-06-30
Dhjj Financial Advisors, Ltd.$9.5K72026-06-30
Advisornet Wealth Partners$8.7K582026-06-30
Fas Wealth Partners, Inc.$8.6K232026-06-30
Shp Wealth Management$8.5K322026-06-30
National Bank of Canada /fi$6.7K02026-06-30
Bank of Montreal /can$6.4K02026-06-30
O'Shaughnessy Asset Management, LLC$5.9K582026-06-30
Financial Gravity Asset Management, Inc.$4K12026-03-31
Guerra Advisors Inc$3.9K172025-09-30
Cambridge Investment Research Advisors, Inc.$3.7K3,9402026-03-31
Russell Investments Group, Ltd.$3.3K02026-06-30
Eversource Wealth Advisors, LLC$3.2K772026-06-30
Darwin Wealth Management, LLC$2.5K122026-06-30
Silver Grove Financial Group, Inc.$2.1K172026-06-30
New Millennium Group LLC$2.1K132025-12-31
Activest Wealth Management$1.9K142026-06-30
Corecap Advisors, LLC$1.7K1182026-06-30
Signature Equity Partners, LLC$1.2K342026-06-30
Sterling Capital Management LLC$1.2K332026-06-30
Transamerica Financial Advisors, LLC$7331,0972026-06-30
Tucker Asset Management LLC$512602026-06-30
Thrivent Financial for Lutherans$44302026-06-30
Cx Institutional$157802026-06-30
Assetmark, Inc$1282202026-06-30
Avion Wealth$31122026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30