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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,813
Closed -$286K 2385
2025
Q1
$286K Buy
11,813
+305
+3% +$7.13K ﹤0.01% 1864
2024
Q4
$256K Buy
11,508
+783
+7% +$18.4K ﹤0.01% 1892
2024
Q3
$261K Buy
10,725
+378
+4% +$8.86K ﹤0.01% 1856
2024
Q2
$231K Hold
10,347
﹤0.01% 1874
2024
Q1
$236K Buy
+10,347
New +$229K ﹤0.01% 1447

Other funds holding FGD

Avantax Advisory Services's FGD Position: Q2 2025 in Review

Avantax Advisory Services sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2025, closing a stake of 11,813 shares — an estimated $286K sold.

Avantax Advisory Services first reported a position in FGD in Q1 2024 and held it in 5 quarters. The position peaked at $286K in Q1 2025. 149 funds tracked by Wall St. Rank hold FGD as of Q2 2025.

  • Avantax Advisory Services reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 11,813 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2025, an estimated $286K.
  • Avantax Advisory Services first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2024 and held it in 5 quarters.
  • Avantax Advisory Services's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $286K in Q1 2025.
  • 149 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.