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

Authentikos Wealth Advisory’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 Q1	–	Sell	-20,362	Closed	-$453K	–	73
2024 Q4	$453K	Sell	20,362 -1,361	-6%	-$31.9K	0.45%	48
2024 Q3	$529K	Buy	+21,723	New	+$509K	0.51%	46
2024 Q2	–	Sell	-19,541	Closed	-$445K	–	48
2024 Q1	$445K	Sell	19,541 -641	-3%	-$14.2K	0.45%	41
2023 Q4	$449K	Sell	20,182 -2,904	-13%	-$61.1K	0.48%	41
2023 Q3	$476K	Sell	23,086 -120	-0.5%	-$2.58K	0.46%	40
2023 Q2	$498K	Sell	23,206 -3,086	-12%	-$68.3K	0.47%	42
2023 Q1	$578K	Buy	+26,292	New	+$601K	0.58%	30

Other funds holding FGD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 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

Authentikos Wealth Advisory's FGD Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2025, closing a stake of 20,362 shares — an estimated $453K sold.

Authentikos Wealth Advisory first reported a position in FGD in Q1 2023 and held it in 7 quarters. The position peaked at $578K in Q1 2023. 141 funds tracked by Wall St. Rank hold FGD as of Q1 2025.

Authentikos Wealth Advisory reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2025 after selling out during the quarter.
Authentikos Wealth Advisory sold 20,362 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2025, an estimated $453K.
Authentikos Wealth Advisory first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2023 and held it in 7 quarters.
Authentikos Wealth Advisory's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $578K in Q1 2023.
141 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.