FIRST TRUST DJ GL SEL DVD (FGD) Institutional Shareholders
FIRST TRUST DJ GL SEL DVD (FGD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $849.59M in FGD holdings during the latest filing period.
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 $195.74M, representing an estimated gain of +10.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% 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
202
Total Reported Value
$849.59M
Largest Holder
Lpl Financial Llc
Largest Position
$176.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
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 | $195,738,571 | +$18,954,932 | +10.72% | |
| Wells Fargo & Company/Mn | 0.02% | 3,872,883 | $123,893,547 | $137,177,516 | +$13,283,969 | +10.72% | |
| Morgan Stanley | 0.00% | 1,827,933 | $58,475,591 | $64,745,387 | +$6,269,796 | +10.72% | |
| Ubs Group Ag | 0.01% | 1,439,472 | $46,048,709 | $50,986,098 | +$4,937,389 | +10.72% | |
| Bank Of America Corp | 0.00% | 1,410,118 | $45,109,689 | $49,946,380 | +$4,836,691 | +10.72% | |
| Raymond James Financial Inc | 0.01% | 1,227,175 | $39,257,335 | $43,466,539 | +$4,209,204 | +10.72% | |
| Fukoku Mutual Life Insurance Co | 1.98% | 1,063,000 | $34,005,370 | $37,651,460 | +$3,646,090 | +10.72% | |
| Ameriprise Financial Inc | 0.00% | 758,558 | $24,242,423 | $26,868,124 | +$2,625,701 | +10.83% | |
| Park National Corp | 0.52% | 583,714 | $18,673,011 | $20,675,150 | +$2,002,139 | +10.72% | |
| Royal Bank Of Canada | 0.00% | 560,500 | $17,931,000 | $19,852,910 | +$1,921,910 | +10.72% | |
| Commonwealth Equity Services, Llc | 0.02% | 530,712 | $16,977,478 | $18,797,819 | +$1,820,341 | +10.72% | |
| Cetera Investment Advisers | 0.02% | 518,397 | $16,583,562 | $18,361,622 | +$1,778,060 | +10.72% | |
| Envestnet Asset Management Inc | 0.00% | 465,842 | $14,902,285 | $16,500,124 | +$1,597,839 | +10.72% | |
| Focus Financial Network, Inc. | 0.39% | 389,682 | $12,465,927 | $13,802,536 | +$1,336,609 | +10.72% | |
| Jones Financial Companies Lllp | 0.00% | 288,074 | $9,261,588 | $10,203,581 | +$941,993 | +10.17% | |
| Stonebridge Financial Planning Group, Llc | 2.50% | 245,523 | $7,854,292 | $8,696,425 | +$842,133 | +10.72% | |
| Pnc Financial Services Group, Inc. | 0.00% | 245,046 | $7,839,036 | $8,679,529 | +$840,493 | +10.72% | |
| Stifel Financial Corp | 0.01% | 203,506 | $6,510,138 | $7,208,183 | +$698,045 | +10.72% | |
| Img Wealth Management, Inc. | 3.50% | 196,254 | $6,278,157 | $6,951,317 | +$673,160 | +10.72% | |
| Osaic Holdings, Inc. | 0.01% | 180,235 | $5,766,179 | $6,383,924 | +$617,745 | +10.71% | |
| Oxford Wealth Group, Llc | 2.42% | 169,056 | $5,408,092 | $5,987,964 | +$579,872 | +10.72% | |
| Forthright Wealth Management, Llc | 1.36% | 165,594 | $5,297,364 | $5,865,339 | +$567,975 | +10.72% | |
| Triad Wealth Partners, Llc | 0.25% | 122,204 | $4,220,927 | $4,328,466 | +$107,539 | +2.55% | |
| Creekside Partners | 1.43% | 123,044 | $3,936,183 | $4,358,218 | +$422,035 | +10.72% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 110,391 | $3,531,409 | $3,910,049 | +$378,640 | +10.72% | |
| Lynx Investment Advisory | 1.16% | 110,305 | $3,528,665 | $3,907,003 | +$378,338 | +10.72% | |
| Harvest Investment Services, Llc | 0.54% | 110,055 | $3,520,675 | $3,898,148 | +$377,473 | +10.72% | |
| Susquehanna International Group, Llp | 0.00% | 107,669 | $3,444,331 | $3,813,636 | +$369,305 | +10.72% | |
| Compass Financial Services Inc | 1.28% | 107,269 | $3,431,530 | $3,799,468 | +$367,938 | +10.72% | |
| Trueblood Wealth Management, Llc | 1.19% | 106,896 | $3,419,614 | $3,786,256 | +$366,642 | +10.72% | |
| Fsb Premier Wealth Management, Inc. | 0.94% | 104,153 | $3,331,843 | $3,689,099 | +$357,256 | +10.72% | |
| Gateway Wealth Partners, Llc | 0.20% | 102,791 | $3,288,282 | $3,640,857 | +$352,575 | +10.72% | |
| Wealthbridge Capital Management, Llc | 0.64% | 100,468 | $3,213,983 | $3,558,577 | +$344,594 | +10.72% | |
| Smart Wealth Llc | 0.69% | 99,371 | $3,178,893 | $3,519,721 | +$340,828 | +10.72% | |
| Integrated Wealth Concepts Llc | 0.02% | 98,638 | $3,155,423 | $3,493,758 | +$338,335 | +10.72% | |
| Twelve Points Wealth Management Llc | 0.62% | 96,316 | $3,081,154 | $3,411,513 | +$330,359 | +10.72% | |
| Hobart Private Capital, Llc | 0.53% | 96,227 | $3,078,301 | $3,408,360 | +$330,059 | +10.72% | |
| Owen Larue, Llc | 1.04% | 93,405 | $2,988,034 | $3,308,405 | +$320,371 | +10.72% | |
| Foundations Investment Advisors, Llc | 0.03% | 88,198 | $2,821,469 | $3,123,973 | +$302,504 | +10.72% | |
| Bellevue Asset Management, Llc | 1.29% | 87,167 | $2,788,489 | $3,087,455 | +$298,966 | +10.72% | |
| Equitable Holdings, Inc. | 0.02% | 87,501 | $2,648,655 | $3,099,285 | +$450,630 | +17.01% | |
| Rfg Advisory, Llc | 0.04% | 82,654 | $2,644,112 | $2,927,605 | +$283,493 | +10.72% | |
| Truist Financial Corp | 0.00% | 81,757 | $2,615,397 | $2,895,833 | +$280,436 | +10.72% | |
| Baird Financial Group, Inc. | 0.00% | 80,887 | $2,587,575 | $2,865,018 | +$277,443 | +10.72% | |
| &Partners | 0.01% | 75,140 | $2,403,724 | $2,661,459 | +$257,735 | +10.72% | |
| D.A. Davidson & Co. | 0.01% | 68,629 | $2,195,452 | $2,430,839 | +$235,387 | +10.72% | |
| Concurrent Investment Advisors, Llc | 0.02% | 66,822 | $2,137,654 | $2,366,835 | +$229,181 | +10.72% | |
| Sanctuary Advisors, Llc | 0.01% | 65,637 | $2,099,728 | $2,324,863 | +$225,135 | +10.72% | |
| Moors & Cabot, Inc. | 0.08% | 63,315 | $2,025,451 | $2,242,617 | +$217,166 | +10.72% | |
| Kestra Advisory Services, Llc | 0.01% | 58,900 | $1,884,226 | $2,086,238 | +$202,012 | +10.72% |
Frequently asked questions about FGD
Who owns the most FGD stock?
The largest holders of FGD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST DJ GL SEL DVD (FGD).
Is FGD widely held by superinvestors?
Many widely followed stocks like FGD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FGD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.