Cerity Partners’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Cerity Partners’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
2025 Q4	–	Sell	-9,753	Closed	-$280K	–	2926
2025 Q3	$280K	Sell	9,753 -220	-2%	-$6.3K	﹤0.01%	2324
2025 Q2	$275K	Sell	9,973 -479	-5%	-$12.3K	﹤0.01%	2198
2025 Q1	$253K	Hold	10,452	–	–	﹤0.01%	2106
2024 Q4	$232K	Hold	10,452	–	–	﹤0.01%	2169
2024 Q3	$255K	Sell	10,452 -2,681	-20%	-$62.8K	﹤0.01%	2175
2024 Q2	$293K	Hold	13,133	–	–	﹤0.01%	1831
2024 Q1	$299K	Sell	13,133 -764	-5%	-$16.9K	﹤0.01%	1869
2023 Q4	$309K	Buy	+13,897	New	+$292K	﹤0.01%	1498
2023 Q3	–	Sell	-13,118	Closed	-$281K	–	1497
2023 Q2	$281K	Sell	13,118 -1,530	-10%	-$33.9K	﹤0.01%	1412
2023 Q1	$324K	Hold	14,648	–	–	﹤0.01%	1501
2022 Q4	$322K	Buy	+14,648	New	+$304K	﹤0.01%	1119
2022 Q3	–	Sell	-22,425	Closed	-$488K	–	1201
2022 Q2	$488K	Hold	22,425	–	–	0.01%	752
2022 Q1	$568K	Buy	22,425 +214	+1%	+$5.47K	0.01%	560
2021 Q4	$558K	Buy	+22,211	New	+$563K	0.01%	563

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Cerity Partners's FGD Position: Q4 2025 in Review

Cerity Partners sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2025, closing a stake of 9,753 shares — an estimated $280K sold.

Cerity Partners first reported a position in FGD in Q4 2021 and held it in 14 quarters. The position peaked at $568K in Q1 2022. 173 funds tracked by Wall St. Rank hold FGD as of Q4 2025.

Cerity Partners reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2025 after selling out during the quarter.
Cerity Partners sold 9,753 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2025, an estimated $280K.
Cerity Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2021 and held it in 14 quarters.
Cerity Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $568K in Q1 2022.
173 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.