Atlantic Union Bankshares’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Atlantic Union Bankshares’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	$160K	Buy	5,008 +64	+1%	+$2.13K	﹤0.01%	669
2026 Q1	$158K	Buy	4,944 +14	+0.3%	+$449	﹤0.01%	637
2025 Q4	$149K	Buy	4,930 +82	+2%	+$2.42K	﹤0.01%	644
2025 Q3	$139K	Buy	4,848 +1,046	+28%	+$30K	﹤0.01%	672
2025 Q2	$105K	Buy	+3,802	New	+$97.4K	﹤0.01%	549

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

Atlantic Union Bankshares's FGD Position: Q2 2026 in Review

Atlantic Union Bankshares increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 1.3% in Q2 2026, buying an estimated $2.13K and bringing the position to 5,008 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Atlantic Union Bankshares first reported a position in FGD in Q2 2025 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Atlantic Union Bankshares held 5,008 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $160K as of Q2 2026.
Atlantic Union Bankshares bought 64 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $2.13K.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #669 holding.
Atlantic Union Bankshares first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2025 and has held it in 5 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 Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.