FIRST TRUST DJ GL SEL DVD (FGD) Institutional Ownership Changes & 13F Activity
FIRST TRUST DJ GL SEL DVD (FGD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Wells Fargo & Company/Mn, Ubs Group Ag, Morgan Stanley, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +52,585 | +12.7% | 465,842 | $14.90M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -38 | -0.2% | 21,148 | $676.54K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +4,372 | +5.0% | 91,780 | $2.94M | Q2 2026 | Sep 09, 2026 |
| Mercer Global Advisors Inc | Sell | -16,406 | -48.1% | 17,679 | $565.55K | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -371 | -4.0% | 8,893 | $284.49K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Sell | -3,434 | -3.9% | 84,067 | $2.69M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +758,558 | — | 758,558 | $24.24M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +450,162 | +13.2% | 3,872,883 | $123.89M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +262,877 | +22.9% | 1,410,118 | $45.11M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +161,111 | +15.1% | 1,227,175 | $39.26M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +61,257 | +12.3% | 560,500 | $17.93M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +56,243 | +24.3% | 288,074 | $9.26M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +56,127 | +45.2% | 180,235 | $5.77M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +38,508 | — | 38,508 | $1.23M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +31,905 | +56.7% | 88,198 | $2.82M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +29,777 | +38.2% | 107,669 | $3.44M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +20,687 | +38.0% | 75,140 | $2.40M | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +11,431 | — | 11,431 | $80.38K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +10,328 | — | 10,328 | $330.40K | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +5,156 | +11.4% | 50,432 | $1.61M | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, Llc | Buy | +4,782 | +4.5% | 110,055 | $3.52M | Q2 2026 | Aug 14, 2026 |
| Mission Creek Capital Partners, Inc. | Sell | -4,511 | -9.4% | 43,676 | $1.40M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -3,459 | -10.7% | 28,918 | $925.10K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -2,245 | -13.9% | 13,849 | $443.00K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -652 | -2.1% | 31,116 | $995.41K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +353 | +2.2% | 16,623 | $531.76K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Sell | -332 | -2.3% | 13,892 | $444.44K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +30 | +1.7% | 1,836 | $58.73K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +425,855 | +42.0% | 1,439,472 | $46.05M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +330,771 | +22.1% | 1,827,933 | $58.48M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about FGD activity
Which institutional owners are buying FGD?
Institutional owners buying FGD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FGD activity?
"Buy" means an investor increased their reported position in FGD compared to the prior reporting period. This reflects growing exposure to FIRST TRUST DJ GL SEL DVD (FGD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FGD increasing?
Institutional interest in FGD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.