B.O.S.S. Retirement Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

B.O.S.S. Retirement Advisors’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	$443K	Sell	13,833 -2,236	-14%	-$74.3K	0.12%	102
2026 Q1	$513K	Sell	16,069 -7,601	-32%	-$244K	0.16%	90
2025 Q4	$717K	Sell	23,670 -53,254	-69%	-$1.57M	0.23%	77
2025 Q3	$2.21M	Sell	76,924 -16,493	-18%	-$472K	0.53%	41
2025 Q2	$2.57M	Sell	93,417 -14,008	-13%	-$359K	0.65%	34
2025 Q1	$2.6M	Sell	107,425 -1,984	-2%	-$46.4K	0.75%	28
2024 Q4	$2.43M	Buy	109,409 +89,941	+462%	+$2.11M	0.68%	32
2024 Q3	$474K	Buy	+19,468	New	+$456K	0.1%	151
2024 Q1	–	Sell	-68,921	Closed	-$1.53M	–	166
2023 Q4	$1.53M	Buy	68,921 +7,076	+11%	+$149K	0.3%	113
2023 Q3	$1.27M	Buy	61,845 +5,369	+10%	+$116K	0.27%	147
2023 Q2	$1.21M	Buy	56,476 +6,091	+12%	+$135K	0.26%	152
2023 Q1	$1.11M	Buy	50,385 +2,152	+4%	+$49.2K	0.26%	139
2022 Q4	$1.06M	Buy	+48,233	New	+$1M	0.27%	134

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

B.O.S.S. Retirement Advisors's FGD Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 14% in Q2 2026, selling an estimated $74.3K and leaving 13,833 shares worth $443K. The position accounts for 0.12% of the portfolio, ranked #102.

B.O.S.S. Retirement Advisors first reported a position in FGD in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.6M in Q1 2025. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

B.O.S.S. Retirement Advisors held 13,833 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $443K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 2,236 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $74.3K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.12% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #102 holding.
B.O.S.S. Retirement Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2022 and has held it in 13 quarters since.
B.O.S.S. Retirement Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $2.6M in Q1 2025.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.