AssetMark Inc’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

AssetMark Inc’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 Q3	$133	Hold	4	–	–	﹤0.01%	3667
2026 Q2	$128	Hold	4	–	–	﹤0.01%	3460
2026 Q1	$128	Hold	4	–	–	﹤0.01%	3364
2025 Q4	$121	Hold	4	–	–	﹤0.01%	3294
2025 Q3	$115	Hold	4	–	–	﹤0.01%	3111
2025 Q2	$110	Hold	4	–	–	﹤0.01%	2932
2025 Q1	$97	Hold	4	–	–	﹤0.01%	2568
2024 Q4	$89	Buy	+4	New	+$94	﹤0.01%	2538
2023 Q4	–	Sell	-541	Closed	-$11.2K	–	1901
2023 Q3	$11.2K	Buy	+541	New	+$11.6K	﹤0.01%	1320

Other funds holding FGD

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Creekside Partners Petaluma, California $270M AUM 15.58% 1-Year Est. Return

Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

AssetMark Inc's FGD Position: Q3 2026 in Review

AssetMark Inc held its First Trust Dow Jones Global Select Dividend Index Fund (FGD) position steady in Q3 2026 at 4 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #3667.

AssetMark Inc first reported a position in FGD in Q3 2023 and has held it in 9 quarters since. The position peaked at $11.2K in Q3 2023. 91 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

AssetMark Inc held 4 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $133 as of Q3 2026.
AssetMark Inc left its First Trust Dow Jones Global Select Dividend Index Fund share count unchanged in Q3 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3667 holding.
AssetMark Inc first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2023 and has held it in 9 quarters since.
AssetMark Inc's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $11.2K in Q3 2023.
91 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.