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

Aptus Capital 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
2026 Q2	$19.7K	Hold	616	–	–	﹤0.01%	1522
2026 Q1	$19.7K	Hold	616	–	–	﹤0.01%	1410
2025 Q4	$18.6K	Hold	616	–	–	﹤0.01%	1426
2025 Q3	$17.7K	Hold	616	–	–	﹤0.01%	1366
2025 Q2	$17K	Hold	616	–	–	﹤0.01%	1310
2025 Q1	$14.9K	Hold	616	–	–	﹤0.01%	1244
2024 Q4	$13.7K	Hold	616	–	–	﹤0.01%	1253
2024 Q3	$15K	Hold	616	–	–	﹤0.01%	1066
2024 Q2	$13.8K	Hold	616	–	–	﹤0.01%	1007
2024 Q1	$14K	Hold	616	–	–	﹤0.01%	1001
2023 Q4	$13.7K	Hold	616	–	–	﹤0.01%	775
2023 Q3	$12.7K	Hold	616	–	–	﹤0.01%	783
2023 Q2	$13.2K	Hold	616	–	–	﹤0.01%	679
2023 Q1	$13.6K	Hold	616	–	–	﹤0.01%	662
2022 Q4	$13.5K	Hold	616	–	–	﹤0.01%	678
2022 Q3	$11K	Hold	616	–	–	﹤0.01%	652
2022 Q2	$13K	Hold	616	–	–	﹤0.01%	558
2022 Q1	$16K	Hold	616	–	–	﹤0.01%	579
2021 Q4	$15K	Hold	616	–	–	﹤0.01%	478
2021 Q3	$15K	Hold	616	–	–	﹤0.01%	455
2021 Q2	$16K	Hold	616	–	–	﹤0.01%	475
2021 Q1	$15K	Hold	616	–	–	﹤0.01%	442
2020 Q4	$13K	Hold	616	–	–	﹤0.01%	406
2020 Q3	$10K	Hold	616	–	–	﹤0.01%	412
2020 Q2	$11K	Hold	616	–	–	﹤0.01%	368
2020 Q1	$9K	Hold	616	–	–	﹤0.01%	364
2019 Q4	$15K	Buy	+616	New	+$14.8K	﹤0.01%	444

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

Aptus Capital Advisors's FGD Position: Q2 2026 in Review

Aptus Capital Advisors held its First Trust Dow Jones Global Select Dividend Index Fund (FGD) position steady in Q2 2026 at 616 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Aptus Capital Advisors first reported a position in FGD in Q4 2019 and has held it in 27 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Aptus Capital Advisors held 616 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $19.7K as of Q2 2026.
Aptus Capital Advisors left its First Trust Dow Jones Global Select Dividend Index Fund share count unchanged in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1522 holding.
Aptus Capital Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2019 and has held it in 27 quarters since.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.