AE Wealth Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

AE Wealth Management’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 Q1	$20.5M	Sell	642,963 -242,447	-27%	-$7.78M	0.11%	196
2025 Q4	$26.8M	Buy	885,410 +14,937	+2%	+$442K	0.15%	150
2025 Q3	$25M	Buy	870,473 +11,964	+1%	+$343K	0.16%	142
2025 Q2	$23.6M	Sell	858,509 -63,335	-7%	-$1.62M	0.17%	133
2025 Q1	$22.3M	Buy	921,844 +6,072	+0.7%	+$142K	0.19%	125
2024 Q4	$20.4M	Buy	915,772 +27,117	+3%	+$636K	0.17%	135
2024 Q3	$21.6M	Buy	888,655 +24,949	+3%	+$585K	0.2%	124
2024 Q2	$19.3M	Buy	863,706 +44,915	+5%	+$1.03M	0.19%	128
2024 Q1	$18.6M	Sell	818,791 -363,965	-31%	-$8.06M	0.21%	127
2023 Q4	$26.1M	Buy	1,182,756 +23,037	+2%	+$484K	0.13%	170
2023 Q3	$23.9M	Buy	1,159,719 +18,789	+2%	+$404K	0.14%	165
2023 Q2	$24.5M	Buy	1,140,930 +29,321	+3%	+$649K	0.15%	157
2023 Q1	$24.6M	Sell	1,111,609 -17,212	-2%	-$393K	0.16%	149
2022 Q4	$24.8M	Buy	1,128,821 +62,493	+6%	+$1.3M	0.18%	136
2022 Q3	$19.8M	Buy	1,066,328 +121,374	+13%	+$2.58M	0.16%	144
2022 Q2	$20.5M	Buy	944,954 +134,748	+17%	+$3.24M	0.16%	151
2022 Q1	$20.5M	Buy	810,206 +29,438	+4%	+$752K	0.14%	160
2021 Q4	$19.6M	Buy	780,768 +21,001	+3%	+$532K	0.14%	155
2021 Q3	$19M	Sell	759,767 -27,573	-4%	-$711K	0.16%	144
2021 Q2	$20.4M	Sell	787,340 -6,184	-0.8%	-$163K	0.18%	124
2021 Q1	$19.9M	Sell	793,524 -63,406	-7%	-$1.52M	0.2%	111
2020 Q4	$18.8M	Sell	856,930 -57,715	-6%	-$1.17M	0.21%	108
2020 Q3	$16.3M	Sell	914,645 -171,618	-16%	-$3.18M	0.23%	98
2020 Q2	$19.5M	Sell	1,086,263 -47,011	-4%	-$811K	0.3%	75
2020 Q1	$18M	Sell	1,133,274 -451,648	-28%	-$9.96M	0.41%	45
2019 Q4	$39.5M	Buy	1,584,922 +143,168	+10%	+$3.44M	0.86%	22
2019 Q3	$33.1M	Sell	1,441,754 -62,129	-4%	-$1.4M	0.96%	21
2019 Q2	$34.6M	Buy	1,503,883 +888,297	+144%	+$20.8M	1.04%	20
2019 Q1	$14.3M	Buy	615,586 +599,096	+3,633%	+$14M	1%	24
2018 Q4	$360K	Sell	16,490 -1,271,229	-99%	-$29.9M	0.06%	308
2018 Q3	$32.3M	Buy	1,287,719 +14,736	+1%	+$371K	1.78%	9
2018 Q2	$31.5M	Buy	1,272,983 +163,631	+15%	+$4.23M	2.14%	10
2018 Q1	$28.4M	Buy	1,109,352 +156,886	+16%	+$4.16M	2.19%	8
2017 Q4	$25.1M	Buy	952,466 +171,143	+22%	+$4.43M	2.21%	8
2017 Q3	$20.2M	Buy	781,323 +381,078	+95%	+$9.7M	1.87%	10
2017 Q2	$10M	Buy	400,245 +272,738	+214%	+$6.8M	1.19%	13
2017 Q1	$3.13M	Buy	+127,507	New	+$3.09M	0.58%	34

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

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

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

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

FMLI

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

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

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

PNC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

AE Wealth Management's FGD Position: Q1 2026 in Review

AE Wealth Management reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 27% in Q1 2026, selling an estimated $7.78M and leaving 642,963 shares worth $20.5M. The position accounts for 0.11% of the portfolio, ranked #196.

AE Wealth Management first reported a position in FGD in Q1 2017 and has held it in 37 quarters since. The position peaked at $39.5M in Q4 2019. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

AE Wealth Management held 642,963 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $20.5M as of Q1 2026.
AE Wealth Management sold 242,447 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $7.78M.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.11% of AE Wealth Management's portfolio in Q1 2026, its #196 holding.
AE Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2017 and has held it in 37 quarters since.
AE Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $39.5M in Q4 2019.
191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.