FGD Institutional Ownership & Shareholders
FIRST TRUST DJ GL SEL DVD (FGD) is currently held by 205 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $882.76M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FGD tracked by InsiderSet, reporting ownership valued at approximately $176.78M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $186.01M, representing an estimated gain of +5.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed FGD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Wells Fargo & Company/Mn, Morgan Stanley, and several other long-term asset managers with concentrated positions in FIRST TRUST DJ GL SEL DVD (FGD).
This page ranks the largest institutional FGD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
205
Total Reported Value
$882.76M
Largest Holder
Lpl Financial Llc
Largest Position
$176.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.04% | 5,526,216 | $176,783,639 | $186,012,431 | +$9,228,792 | +5.22% | |
| Wells Fargo & Company/Mn | 0.02% | 3,872,883 | $123,893,547 | $130,361,242 | +$6,467,695 | +5.22% | |
| Morgan Stanley | 0.00% | 1,827,933 | $58,475,591 | $61,528,225 | +$3,052,634 | +5.22% | |
| Ubs Group Ag | 0.01% | 1,439,472 | $46,048,709 | $48,452,628 | +$2,403,919 | +5.22% | |
| Bank Of America Corp | 0.00% | 1,410,118 | $45,109,689 | $47,464,572 | +$2,354,883 | +5.22% | |
| Raymond James Financial Inc | 0.01% | 1,227,175 | $39,257,335 | $41,306,710 | +$2,049,375 | +5.22% | |
| Fukoku Mutual Life Insurance Co | 1.98% | 1,063,000 | $34,005,370 | $35,780,580 | +$1,775,210 | +5.22% | |
| Ameriprise Financial Inc | 0.00% | 758,558 | $24,242,423 | $25,533,062 | +$1,290,639 | +5.32% | |
| Park National Corp | 0.54% | 594,621 | $19,723,579 | $20,014,943 | +$291,364 | +1.48% | |
| Royal Bank Of Canada | 0.00% | 560,500 | $17,931,000 | $18,866,430 | +$935,430 | +5.22% | |
| Commonwealth Equity Services, Llc | 0.02% | 539,380 | $17,891,225 | $18,155,531 | +$264,306 | +1.48% | |
| Janney Montgomery Scott Llc | 0.03% | 529,883 | $16,951,000 | $17,835,862 | +$884,862 | +5.22% | |
| Cetera Investment Advisers | 0.02% | 518,397 | $16,583,562 | $17,449,243 | +$865,681 | +5.22% | |
| Envestnet Asset Management Inc | 0.00% | 465,842 | $14,902,285 | $15,680,242 | +$777,957 | +5.22% | |
| Focus Financial Network, Inc. | 0.40% | 399,854 | $13,263,157 | $13,459,086 | +$195,929 | +1.48% | |
| Jones Financial Companies Lllp | 0.00% | 288,074 | $9,261,588 | $9,696,571 | +$434,983 | +4.70% | |
| Stonebridge Financial Planning Group, Llc | 2.50% | 245,523 | $7,854,292 | $8,264,304 | +$410,012 | +5.22% | |
| Pnc Financial Services Group, Inc. | 0.00% | 245,046 | $7,839,036 | $8,248,248 | +$409,212 | +5.22% | |
| Img Wealth Management, Inc. | 3.96% | 231,651 | $7,683,858 | $7,797,373 | +$113,515 | +1.48% | |
| Stifel Financial Corp | 0.01% | 203,506 | $6,510,138 | $6,850,012 | +$339,874 | +5.22% | |
| Osaic Holdings, Inc. | 0.01% | 180,235 | $5,766,179 | $6,066,710 | +$300,531 | +5.21% | |
| Holcombe Financial, Inc. | 3.10% | 169,056 | $5,607,588 | $5,690,425 | +$82,837 | +1.48% | |
| Oxford Wealth Group, Llc | 2.42% | 169,056 | $5,408,092 | $5,690,425 | +$282,333 | +5.22% | |
| Forthright Wealth Management, Llc | 1.36% | 165,594 | $5,297,364 | $5,573,894 | +$276,530 | +5.22% | |
| Triad Wealth Partners, Llc | 0.24% | 127,368 | $4,224,811 | $4,287,207 | +$62,396 | +1.48% | |
| Creekside Partners | 1.43% | 123,044 | $3,936,183 | $4,141,661 | +$205,478 | +5.22% | |
| Trueblood Wealth Management, Llc | 1.35% | 115,316 | $3,825,030 | $3,881,537 | +$56,507 | +1.48% | |
| Wealthbridge Capital Management, Llc | 0.70% | 108,682 | $3,604,975 | $3,658,236 | +$53,261 | +1.48% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 110,391 | $3,531,409 | $3,715,761 | +$184,352 | +5.22% | |
| Harvest Investment Services, Llc | 0.54% | 110,055 | $3,520,675 | $3,704,451 | +$183,776 | +5.22% | |
| Susquehanna International Group, Llp | 0.00% | 107,669 | $3,444,331 | $3,624,139 | +$179,808 | +5.22% | |
| Compass Financial Services Inc | 1.28% | 107,269 | $3,431,530 | $3,610,675 | +$179,145 | +5.22% | |
| Fsb Premier Wealth Management, Inc. | 0.94% | 104,153 | $3,331,843 | $3,505,790 | +$173,947 | +5.22% | |
| Gateway Wealth Partners, Llc | 0.20% | 102,791 | $3,288,282 | $3,459,945 | +$171,663 | +5.22% | |
| Lynx Investment Advisory | 1.07% | 98,021 | $3,251,363 | $3,299,387 | +$48,024 | +1.48% | |
| Hobart Private Capital, Llc | 0.55% | 97,874 | $3,246,488 | $3,294,439 | +$47,951 | +1.48% | |
| Smart Wealth Llc | 0.69% | 99,371 | $3,178,893 | $3,344,828 | +$165,935 | +5.22% | |
| Twelve Points Wealth Management Llc | 0.62% | 96,316 | $3,081,154 | $3,241,997 | +$160,843 | +5.22% | |
| Owen Larue, Llc | 1.04% | 93,405 | $2,988,034 | $3,144,012 | +$155,978 | +5.22% | |
| Integrated Wealth Concepts Llc | 0.02% | 91,780 | $2,936,057 | $3,089,315 | +$153,258 | +5.22% | |
| Foundations Investment Advisors, Llc | 0.03% | 88,198 | $2,821,469 | $2,968,745 | +$147,276 | +5.22% | |
| Bellevue Asset Management, Llc | 1.29% | 87,167 | $2,788,489 | $2,934,041 | +$145,552 | +5.22% | |
| Equitable Holdings, Inc. | 0.02% | 84,067 | $2,689,297 | $2,829,695 | +$140,398 | +5.22% | |
| Truist Financial Corp | 0.00% | 80,192 | $2,659,977 | $2,699,263 | +$39,286 | +1.48% | |
| Rfg Advisory, Llc | 0.04% | 82,654 | $2,644,112 | $2,782,134 | +$138,022 | +5.22% | |
| Baird Financial Group, Inc. | 0.00% | 80,887 | $2,587,575 | $2,722,656 | +$135,081 | +5.22% | |
| Kestra Advisory Services, Llc | 0.01% | 72,990 | $2,421,094 | $2,456,843 | +$35,749 | +1.48% | |
| &Partners | 0.01% | 75,140 | $2,403,724 | $2,529,212 | +$125,488 | +5.22% | |
| Concurrent Investment Advisors, Llc | 0.02% | 68,732 | $2,279,849 | $2,313,519 | +$33,670 | +1.48% | |
| D.A. Davidson & Co. | 0.01% | 64,171 | $2,128,558 | $2,159,996 | +$31,438 | +1.48% |
Frequently asked questions about FGD
Who are the largest institutional holders of FGD?
The largest institutional holders of FGD reported in the latest SEC Form 13F filings include Lpl Financial Llc, Wells Fargo & Company/Mn, Morgan Stanley, Ubs Group Ag, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported FGD position.
What is FGD institutional ownership?
This page tracks FGD positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST DJ GL SEL DVD (FGD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FGD?
InsiderSet currently tracks 205 institutional managers reporting FGD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FGD shareholders.
How much FGD stock do institutions own?
Institutional investment managers disclosed approximately $882.76M in FGD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FGD institutional ownership last updated?
The latest FGD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FGD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FGD position after the reporting date.
Are institutions buying or selling FGD?
Institutional buying and selling can be analyzed by comparing FGD positions across consecutive 13F reporting periods. InsiderSet's FGD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FGD ownership changes.
How has FGD institutional ownership changed over time?
InsiderSet tracks FGD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.