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

Compass Financial Management’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 		$204K Buy
+6,016
New +$200K 0.02% 421

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Compass Financial Management's FGD Position: Q2 2026 in Review

Compass Financial Management opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026: 6,016 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #421 among its holdings.

202 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

  • Compass Financial Management held 6,016 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $204K as of Q2 2026.
  • First Trust Dow Jones Global Select Dividend Index Fund was a new Compass Financial Management position in Q2 2026.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #421 holding.
  • 202 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.