Atria Investments’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Atria Investments’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	$338K	Sell	10,575 -194	-2%	-$6.22K	﹤0.01%	1677
2025 Q4	$326K	Sell	10,769 -332	-3%	-$9.82K	﹤0.01%	1696
2025 Q3	$319K	Buy	+11,101	New	+$318K	﹤0.01%	1687
2023 Q1	–	Sell	-54,842	Closed	-$1.21M	–	832
2022 Q4	$1.21M	Sell	54,842 -10,353	-16%	-$215K	0.02%	689
2022 Q3	$1.21M	Buy	+65,195	New	+$1.38M	0.03%	650
2017 Q2	–	Sell	-14,568	Closed	-$357K	–	766
2017 Q1	$357K	Buy	+14,568	New	+$353K	0.02%	468

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PNC

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

Atria Investments's FGD Position: Q1 2026 in Review

Atria Investments reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 1.8% in Q1 2026, selling an estimated $6.22K and leaving 10,575 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Atria Investments first reported a position in FGD in Q1 2017 and has held it in 6 quarters since. The position peaked at $1.21M in Q3 2022. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

Atria Investments held 10,575 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $338K as of Q1 2026.
Atria Investments sold 194 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $6.22K.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1677 holding.
Atria Investments first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2017 and has held it in 6 quarters since.
Atria Investments's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.21M in Q3 2022.
191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.