Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $105K | Hold |
3,284
| – | – | ﹤0.01% | 3227 |
|
|
2025
Q4 | $99K | Buy |
3,284
+2,228
| +211% | +$65.9K | ﹤0.01% | 3067 |
|
|
2025
Q3 | $30K | Sell |
1,056
-25
| -2% | -$716 | ﹤0.01% | 3882 |
|
|
2025
Q2 | $30K | Hold |
1,081
| – | – | ﹤0.01% | 3642 |
|
|
2025
Q1 | $26K | Sell |
1,081
-843
| -44% | -$19.7K | ﹤0.01% | 3487 |
|
|
2024
Q4 | $43K | Buy |
1,924
+15
| +0.8% | +$352 | ﹤0.01% | 2915 |
|
|
2024
Q3 | $46K | Sell |
1,909
-1,556
| -45% | -$36.5K | ﹤0.01% | 2751 |
|
|
2024
Q2 | $77K | Buy |
3,465
+1,588
| +85% | +$36.4K | ﹤0.01% | 2164 |
|
|
2024
Q1 | $43K | Buy |
1,877
+1
| +0.1% | +$22 | ﹤0.01% | 2395 |
|
|
2023
Q4 | $42K | Buy |
1,876
+16
| +0.9% | +$336 | ﹤0.01% | 2294 |
|
|
2023
Q3 | $38K | Buy |
1,860
+10
| +0.5% | +$215 | ﹤0.01% | 2244 |
|
|
2023
Q2 | $40K | Sell |
1,850
-489
| -21% | -$10.8K | ﹤0.01% | 2131 |
|
|
2023
Q1 | $52K | Buy |
2,339
+1,018
| +77% | +$23.3K | ﹤0.01% | 1846 |
|
|
2022
Q4 | $29K | Hold |
1,321
| – | – | ﹤0.01% | 2106 |
|
|
2022
Q3 | $24K | Hold |
1,321
| – | – | ﹤0.01% | 2111 |
|
|
2022
Q2 | $29K | Hold |
1,321
| – | – | ﹤0.01% | 1906 |
|
|
2022
Q1 | $33K | Hold |
1,321
| – | – | ﹤0.01% | 1802 |
|
|
2021
Q4 | $33K | Buy |
+1,321
| New | +$33.5K | ﹤0.01% | 1749 |
|
|
2021
Q2 | $52K | Hold |
1,991
| – | – | ﹤0.01% | 1385 |
|
|
2021
Q1 | $52K | Hold |
1,991
| – | – | ﹤0.01% | 1385 |
|
|
2020
Q4 | $52K | Hold |
1,991
| – | – | ﹤0.01% | 1385 |
|
|
2020
Q3 | $52K | Hold |
1,991
| – | – | ﹤0.01% | 1385 |
|
|
2020
Q2 | $52K | Hold |
1,991
| – | – | ﹤0.01% | 1385 |
|
|
2020
Q1 | $52K | Hold |
1,991
| – | – | ﹤0.01% | 1385 |
|
|
2019
Q4 | $52K | Hold |
1,991
| – | – | ﹤0.01% | 1385 |
|
|
2019
Q3 | $52K | Hold |
1,991
| – | – | ﹤0.01% | 1385 |
|
|
2019
Q2 | $52K | Hold |
1,991
| – | – | ﹤0.01% | 1385 |
|
|
2019
Q1 | $52K | Sell |
1,991
-35,369
| -95% | -$828K | ﹤0.01% | 1385 |
|
|
2018
Q4 | $817K | Sell |
37,360
-55,351
| -60% | -$1.3M | 0.02% | 387 |
|
|
2018
Q3 | $2.33M | Buy |
92,711
+53,226
| +135% | +$1.34M | 0.06% | 243 |
|
|
2018
Q2 | $976K | Buy |
39,485
+39,220
| +14,800% | +$1.01M | 0.03% | 275 |
|
|
2018
Q1 | $7K | Hold |
265
| – | – | ﹤0.01% | 928 |
|
|
2017
Q4 | $7K | Hold |
265
| – | – | ﹤0.01% | 978 |
|
|
2017
Q3 | $7K | Hold |
265
| – | – | ﹤0.01% | 988 |
|
|
2017
Q2 | $7K | Hold |
265
| – | – | ﹤0.01% | 835 |
|
|
2017
Q1 | $7K | Hold |
265
| – | – | ﹤0.01% | 814 |
|
|
2016
Q4 | $6K | Hold |
265
| – | – | ﹤0.01% | 818 |
|
|
2016
Q3 | $6K | Hold |
265
| – | – | ﹤0.01% | 794 |
|
|
2016
Q2 | $6K | Hold |
265
| – | – | ﹤0.01% | 604 |
|
|
2016
Q1 | $6K | Buy |
+265
| New | +$5.66K | ﹤0.01% | 579 |
|
Other funds holding FGD
FMLI
AWM
PNC
Carson Wealth (CWM LLC)'s FGD Position: Q1 2026 in Review
Carson Wealth (CWM LLC) held its First Trust Dow Jones Global Select Dividend Index Fund (FGD) position steady in Q1 2026 at 3,284 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #3227.
Carson Wealth (CWM LLC) first reported a position in FGD in Q1 2016 and has held it in 40 quarters since. The position peaked at $2.33M in Q3 2018. 192 funds tracked by Wall St. Rank hold FGD as of Q1 2026.
- Carson Wealth (CWM LLC) held 3,284 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $105K as of Q1 2026.
- Carson Wealth (CWM LLC) left its First Trust Dow Jones Global Select Dividend Index Fund share count unchanged in Q1 2026.
- First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3227 holding.
- Carson Wealth (CWM LLC) first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2016 and has held it in 40 quarters since.
- Carson Wealth (CWM LLC)'s First Trust Dow Jones Global Select Dividend Index Fund position peaked at $2.33M in Q3 2018.
- 192 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.