Brinker Capital Investments’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Brinker Capital Investments’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	$532K	Buy	16,623 +353	+2%	+$11.7K	﹤0.01%	1440
2026 Q1	$520K	Buy	16,270 +211	+1%	+$6.77K	﹤0.01%	1436
2025 Q4	$486K	Sell	16,059 -614	-4%	-$18.2K	﹤0.01%	1604
2025 Q3	$479K	Buy	+16,673	New	+$478K	﹤0.01%	1564
2023 Q2	–	Sell	-49,088	Closed	-$1.09M	–	1639
2023 Q1	$1.09M	Buy	+49,088	New	+$1.12M	0.01%	836

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

Brinker Capital Investments's FGD Position: Q2 2026 in Review

Brinker Capital Investments increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 2.2% in Q2 2026, buying an estimated $11.7K and bringing the position to 16,623 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Brinker Capital Investments first reported a position in FGD in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.09M in Q1 2023. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Brinker Capital Investments held 16,623 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $532K as of Q2 2026.
Brinker Capital Investments bought 353 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $11.7K.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1440 holding.
Brinker Capital Investments first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2023 and has held it in 5 quarters since.
Brinker Capital Investments's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.09M in Q1 2023.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.