Benjamin Edwards Inc’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Benjamin Edwards Inc’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	$1.23M	Buy	38,335 +461	+1%	+$15.3K	0.01%	732
2026 Q1	$1.21M	Buy	37,874 +1,258	+3%	+$40.4K	0.01%	687
2025 Q4	$1.11M	Buy	36,616 +1,831	+5%	+$54.1K	0.01%	673
2025 Q3	$1M	Buy	34,785 +13,636	+64%	+$391K	0.01%	690
2025 Q2	$582K	Buy	21,149 +1,932	+10%	+$49.5K	0.01%	806
2025 Q1	$465K	Buy	19,217 +5,813	+43%	+$136K	0.01%	807
2024 Q4	$298K	Buy	13,404 +639	+5%	+$15K	﹤0.01%	971
2024 Q3	$311K	Buy	+12,765	New	+$299K	﹤0.01%	938
2022 Q4	–	Sell	-1,889	Closed	-$35K	–	740
2022 Q3	$35K	Hold	1,889	–	–	0.01%	447
2022 Q2	$41K	Buy	1,889 +71	+4%	+$1.71K	0.01%	445
2022 Q1	$46K	Buy	1,818 +317	+21%	+$8.1K	0.01%	464
2021 Q4	$38K	Hold	1,501	–	–	0.01%	446
2021 Q3	$38K	Sell	1,501 -5	-0.3%	-$129	0.02%	336
2021 Q2	$39K	Buy	+1,506	New	+$39.8K	0.03%	290

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

Benjamin Edwards Inc's FGD Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 1.2% in Q2 2026, buying an estimated $15.3K and bringing the position to 38,335 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #732.

Benjamin Edwards Inc first reported a position in FGD in Q2 2021 and has held it in 14 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Benjamin Edwards Inc held 38,335 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.23M as of Q2 2026.
Benjamin Edwards Inc bought 461 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $15.3K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #732 holding.
Benjamin Edwards Inc first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2021 and has held it in 14 quarters since.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.