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

Clearstead 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	–	Sell	-30,062	Closed	-$960K	–	3681
2026 Q1	$960K	Buy	+30,062	New	+$964K	0.01%	532
2020 Q3	–	Sell	-650	Closed	-$12K	–	897
2020 Q2	$12K	Hold	650	–	–	﹤0.01%	581
2020 Q1	$10K	Buy	+650	New	+$14.3K	﹤0.01%	577

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

Clearstead Advisors's FGD Position: Q2 2026 in Review

Clearstead Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026, closing a stake of 30,062 shares — an estimated $960K sold.

Clearstead Advisors first reported a position in FGD in Q1 2020 and held it in 3 quarters. The position peaked at $960K in Q1 2026. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Clearstead Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
Clearstead Advisors sold 30,062 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $960K.
Clearstead Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2020 and held it in 3 quarters.
Clearstead Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $960K 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.