1620 Investment Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

1620 Investment Advisors’s Portfolio FGD Stock Details FGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-200	Closed	-$5.75K	–	664
2025 Q3	$5.75K	Hold	200	–	–	﹤0.01%	506
2025 Q2	$5.51K	Hold	200	–	–	﹤0.01%	519
2025 Q1	$4.84K	Hold	200	–	–	﹤0.01%	515
2024 Q4	$4.45K	Buy	+200	New	+$4.69K	﹤0.01%	538

Other funds holding FGD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

1620 Investment Advisors's FGD Position: Q4 2025 in Review

1620 Investment Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2025, closing a stake of 200 shares — an estimated $5.75K sold.

1620 Investment Advisors first reported a position in FGD in Q4 2024 and held it in 4 quarters. The position peaked at $5.75K in Q3 2025. 173 funds tracked by Wall St. Rank hold FGD as of Q4 2025.

1620 Investment Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2025 after selling out during the quarter.
1620 Investment Advisors sold 200 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2025, an estimated $5.75K.
1620 Investment Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2024 and held it in 4 quarters.
1620 Investment Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $5.75K in Q3 2025.
173 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2025.

Based on 1620 Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.