Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / DJ GLBL DIVID
-
Total 13F shares
-
1,134,711
-
Share change
-
+100,421
-
Total reported value
-
$34,359,681
-
Price per share
-
$30.27
-
Number of holders
-
25
-
Value change
-
+$3,058,752
-
Number of buys
-
13
-
Number of sells
-
7
Institutional Holders of FIRST TR EXCHANGE TRADED FD - DJ GLBL DIVID (FGD) as of Q4 2025
As of 31 Dec 2025,
FIRST TR EXCHANGE TRADED FD - DJ GLBL DIVID (FGD) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,134,711 shares.
The largest 10 holders included
PARK NATIONAL CORP /OH/, ForthRight Wealth Management, LLC, Trueblood Wealth Management, LLC, WealthBridge Capital Management, LLC, Savvy Advisors, Inc., COTTONWOOD CAPITAL ADVISORS, LLC, Stratos Wealth Partners, LTD., DDFG, Inc, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, and Capital Investment Advisory Services, LLC.
This page lists
25
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.