Advisornet Financial’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Advisornet Financial’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
2026 Q2	$8.74K	Buy	273 +3	+1%	+$100	﹤0.01%	1631
2026 Q1	$8.64K	Hold	270	–	–	﹤0.01%	1583
2025 Q4	$8.17K	Buy	270 +3	+1%	+$89	﹤0.01%	1611
2025 Q3	$7.66K	Buy	267 +3	+1%	+$86	﹤0.01%	1600
2025 Q2	$7.27K	Buy	264 +107	+68%	+$2.74K	﹤0.01%	1575
2025 Q1	$3.8K	Sell	157 -3,211	-95%	-$75K	﹤0.01%	1667
2024 Q4	$74.9K	Buy	3,368 +57	+2%	+$1.34K	0.01%	760
2024 Q3	$80.6K	Buy	3,311 +48	+1%	+$1.13K	0.01%	758
2024 Q2	$72.9K	Buy	3,263 +78	+2%	+$1.79K	0.01%	710
2024 Q1	$72.5K	Buy	3,185 +68	+2%	+$1.51K	0.01%	710
2023 Q4	$69.4K	Sell	3,117 -1,477	-32%	-$31.1K	0.01%	726
2023 Q3	$94.7K	Buy	4,594 +128	+3%	+$2.75K	0.01%	633
2023 Q2	$95.8K	Buy	4,466 +22	+0.5%	+$487	0.01%	663
2023 Q1	$98.3K	Buy	4,444 +76	+2%	+$1.74K	0.01%	626
2022 Q4	$96K	Buy	4,368 +78	+2%	+$1.62K	0.01%	632
2022 Q3	$80K	Buy	4,290 +84	+2%	+$1.78K	0.01%	708
2022 Q2	$91K	Buy	4,206 +17	+0.4%	+$408	0.01%	698
2022 Q1	$106K	Buy	4,189 +79	+2%	+$2.02K	0.01%	732
2021 Q4	$103K	Buy	4,110 +57	+1%	+$1.45K	0.01%	796
2021 Q3	$101K	Buy	4,053 +61	+2%	+$1.57K	0.01%	783
2021 Q2	$104K	Buy	3,992 +17	+0.4%	+$449	0.01%	773
2021 Q1	$100K	Sell	3,975 -3,189	-45%	-$76.3K	0.01%	749
2020 Q4	$157K	Sell	7,164 -434	-6%	-$8.81K	0.01%	563
2020 Q3	$135K	Buy	7,598 +105	+1%	+$1.94K	0.01%	597
2020 Q2	$135K	Buy	7,493 +1,192	+19%	+$20.6K	0.01%	594
2020 Q1	$100K	Buy	6,301 +75	+1%	+$1.65K	0.01%	618
2019 Q4	$155K	Buy	6,226 +2,026	+48%	+$48.6K	0.01%	565
2019 Q3	$96K	Buy	+4,200	New	+$94.7K	0.01%	688

Other funds holding FGD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PNC

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

Advisornet Financial's FGD Position: Q2 2026 in Review

Advisornet Financial increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 1.1% in Q2 2026, buying an estimated $100 and bringing the position to 273 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Advisornet Financial first reported a position in FGD in Q3 2019 and has held it in 28 quarters since. The position peaked at $157K in Q4 2020. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Advisornet Financial held 273 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $8.74K as of Q2 2026.
Advisornet Financial bought 3 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $100.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1631 holding.
Advisornet Financial first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2019 and has held it in 28 quarters since.
Advisornet Financial's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $157K in Q4 2020.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.