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

Atria Wealth Solutions’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
2025 Q2	$214K	Buy	+7,709	New	+$197K	﹤0.01%	1356
2024 Q4	–	Sell	-8,992	Closed	-$219K	–	2013
2024 Q3	$219K	Hold	8,992	–	–	﹤0.01%	1728
2024 Q2	$201K	Sell	8,992 -811	-8%	-$18.6K	﹤0.01%	1779
2024 Q1	$223K	Sell	9,803 -10,428	-52%	-$231K	﹤0.01%	1755
2023 Q4	$450K	Buy	20,231 +7,562	+60%	+$159K	0.01%	1270
2023 Q3	$261K	Buy	12,669 +136	+1%	+$2.93K	﹤0.01%	1512
2023 Q2	$269K	Sell	12,533 -10,855	-46%	-$240K	﹤0.01%	1512
2023 Q1	$517K	Sell	23,388 -2,817	-11%	-$64.4K	0.01%	1111
2022 Q4	$576K	Sell	26,205 -11,488	-30%	-$239K	0.01%	1000
2022 Q3	$699K	Buy	37,693 +13,325	+55%	+$283K	0.01%	859
2022 Q2	$529K	Buy	24,368 +555	+2%	+$13.3K	0.01%	946
2022 Q1	$604K	Buy	+23,813	New	+$609K	0.01%	963

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

PNC

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

Atria Wealth Solutions's FGD Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2025: 7,709 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1356 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in FGD as recently as Q3 2024.

Atria Wealth Solutions first reported a position in FGD in Q1 2022 and has held it in 12 quarters since. The position peaked at $699K in Q3 2022. 149 funds tracked by Wall St. Rank hold FGD as of Q2 2025.

Atria Wealth Solutions held 7,709 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $214K as of Q2 2025.
First Trust Dow Jones Global Select Dividend Index Fund was a new Atria Wealth Solutions position in Q2 2025.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1356 holding.
Atria Wealth Solutions first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $699K in Q3 2022.
149 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.