Collier Financial’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Collier Financial’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 Q1	$1.06M	Buy	33,307 +3,774	+13%	+$121K	0.81%	17
2025 Q4	$894K	Buy	29,533 +1,366	+5%	+$40.4K	0.67%	18
2025 Q3	$810K	Buy	+28,167	New	+$807K	0.61%	21
2025 Q1	$586K	Buy	+24,221	New	+$566K	0.5%	24

Other funds holding FGD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FMLI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PNC

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

Collier Financial's FGD Position: Q1 2026 in Review

Collier Financial increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 13% in Q1 2026, buying an estimated $121K and bringing the position to 33,307 shares worth $1.06M. The position accounts for 0.81% of the portfolio, ranked #17.

Collier Financial first reported a position in FGD in Q1 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

Collier Financial held 33,307 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.06M as of Q1 2026.
Collier Financial bought 3,774 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $121K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.81% of Collier Financial's portfolio in Q1 2026, its #17 holding.
Collier Financial first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2025 and has held it in 4 quarters since.
191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.