Claro Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Claro 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	$224K	Sell	7,001 -178	-2%	-$5.92K	0.02%	488
2026 Q1	$229K	Buy	7,179 +3	+0%	+$96	0.03%	449
2025 Q4	$217K	Sell	7,176 -207	-3%	-$6.12K	0.03%	388
2025 Q3	$212K	Hold	7,383	–	–	0.03%	379
2025 Q2	$203K	Buy	+7,383	New	+$189K	0.03%	361
2019 Q1	–	Sell	-7,046	Closed	-$177K	–	432
2018 Q4	$177K	Buy	+7,046	New	+$166K	0.14%	149

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

Claro Advisors's FGD Position: Q2 2026 in Review

Claro Advisors reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 2.5% in Q2 2026, selling an estimated $5.92K and leaving 7,001 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #488.

Claro Advisors first reported a position in FGD in Q4 2018 and has held it in 6 quarters since. The position peaked at $229K in Q1 2026. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Claro Advisors held 7,001 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $224K as of Q2 2026.
Claro Advisors sold 178 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $5.92K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #488 holding.
Claro Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2018 and has held it in 6 quarters since.
Claro Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $229K in Q1 2026.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.