FIRST TRUST DJ GL SEL DVD FGD
$32.51
+1.7% 52w: $25.14 – $33.66
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data25.1429.4033.66
Jun 20, 2025 Jul 2, 2026
Institutional holders
191
+17 QoQ
13F value
$801.0M
+27.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$624K calls / — puts
Institutional value by quarter
Number of holders
Who owns FGD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 5.1M | $162.4M | 0.0% | +52.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.4M | $109.3M | 0.0% | +28.1% |
| MORGAN STANLEY | Bank broker | 1.5M | $47.8M | 0.0% | +34.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.1M | $36.6M | 0.0% | +68.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $34.0M | 0.0% | -25.8% |
| FUKOKU MUTUAL LIFE INSURANCE Co | Other | 1.1M | $33.9M | 2.2% | Held |
| UBS Group AG | Bank broker | 1.0M | $32.4M | 0.0% | +26.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 954.4K | $30.5M | 0.0% | -26.9% |
| AE Wealth Management LLC | Wealth advisor | 643.0K | $20.5M | 0.1% | -27.4% |
| PARK NATIONAL CORP /OH/ | Other | 546.2K | $17.4M | 0.5% | +3.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 521.5K | $16.7M | 0.0% | +0.2% |
| ROYAL BANK OF CANADA | Bank broker | 499.2K | $15.9M | 0.0% | +23.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 487.4K | $15.6M | 0.0% | +11.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 413.3K | $13.2M | 0.0% | +16.2% |
| Cetera Investment Advisers | Wealth advisor | 380.5K | $12.2M | 0.0% | +27.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 285.1K | $9.1M | 0.0% | +551.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 227.8K | $7.3M | 0.0% | +10.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 231.8K | $7.2M | 0.0% | +45.9% |
| Stonebridge Financial Planning Group, LLC | Wealth advisor | 221.1K | $7.1M | 2.6% | +15.6% |
| JANE STREET GROUP, LLC | Market maker | 203.1K | $6.5M | 0.0% | -29.9% |
| Gateway Wealth Partners, LLC | Wealth advisor | 198.0K | $6.3M | 0.2% | +147.8% |
| IMG Wealth Management, Inc. | Wealth advisor | 192.6K | $6.1M | 3.9% | -1.5% |
| ForthRight Wealth Management, LLC | Wealth advisor | 176.4K | $5.6M | 1.6% | -0.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 143.5K | $4.6M | 0.0% | +43.6% |
| Lynx Investment Advisory | Wealth advisor | 133.3K | $4.3M | 2.0% | -2.8% |
| Owen LaRue, LLC | Wealth advisor | 133.1K | $4.2M | 1.6% | +4.8% |
| Oxford Wealth Group, LLC | Wealth advisor | 131.0K | $4.2M | 2.3% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 124.1K | $4.0M | 0.0% | +30.6% |
| Creekside Partners | Wealth advisor | 122.2K | $3.9M | 1.6% | +5.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 117.1K | $3.7M | 0.0% | +4.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 115.2K | $3.7M | 0.0% | +12.6% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 113.5K | $3.6M | 0.0% | +0.4% |
| SMART Wealth LLC | Wealth advisor | 112.1K | $3.6M | 1.0% | -9.5% |
| Harvest Investment Services, LLC | Other | 105.3K | $3.4M | 0.6% | +1.8% |
| Trueblood Wealth Management, LLC | Other | 100.4K | $3.2M | 1.3% | +6.8% |
| Compass Financial Services Inc | Wealth advisor | 97.5K | $3.1M | 1.3% | New |
| Twelve Points Wealth Management LLC | Wealth advisor | 93.3K | $3.0M | 0.7% | -2.0% |
| Hobart Private Capital, LLC | Wealth advisor | 90.5K | $2.9M | 0.6% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 87.4K | $2.8M | 0.0% | +7.2% |
| WealthBridge Capital Management, LLC | Wealth advisor | 86.2K | $2.8M | 0.6% | +12.9% |
| Independent Advisor Alliance | Wealth advisor | 85.8K | $2.7M | 0.0% | New |
| BELLEVUE ASSET MANAGEMENT, LLC | Other | 85.5K | $2.7M | 1.4% | New |
| Equitable Holdings, Inc. | Wealth advisor | 87.5K | $2.6M | 0.0% | +16.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 77.9K | $2.5M | 0.0% | +29.9% |
| Baird Financial Group, Inc. | Diversified mechanical | 77.2K | $2.5M | 0.0% | 0.0% |
| D.A. DAVIDSON & CO. | Wealth advisor | 66.7K | $2.1M | 0.0% | +14.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 63.9K | $2.0M | 0.0% | +22.5% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 63.0K | $2.0M | 0.0% | +25.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 59.0K | $1.9M | 0.0% | +21.8% |
| Moors & Cabot, Inc. | Other | 57.1K | $1.8M | 0.1% | +68.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.