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

Concurrent Investment 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	$2.14M	Buy	66,822 +3,833	+6%	+$127K	0.02%	697
2026 Q1	$2.01M	Buy	62,989 +12,921	+26%	+$414K	0.02%	616
2025 Q4	$1.52M	Buy	50,068 +13,200	+36%	+$390K	0.02%	669
2025 Q3	$1.06M	Buy	36,868 +1,133	+3%	+$32.5K	0.02%	640
2025 Q2	$984K	Buy	35,735 +5,277	+17%	+$135K	0.02%	600
2025 Q1	$737K	Buy	30,458 +3	+0%	+$70	0.02%	628
2024 Q4	$677K	Sell	30,455 -64	-0.2%	-$1.5K	0.02%	590
2024 Q3	$743K	Sell	30,519 -2,274	-7%	-$53.3K	0.02%	531
2024 Q2	$732K	Sell	32,793 -163	-0.5%	-$3.73K	0.02%	505
2024 Q1	$750K	Sell	32,956 -1,136	-3%	-$25.2K	0.03%	442
2023 Q4	$759K	Buy	+34,092	New	+$717K	0.04%	387

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 $3.69B AUM 18.32% 1-Year Est. Return

Concurrent Investment Advisors's FGD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 6.1% in Q2 2026, buying an estimated $127K and bringing the position to 66,822 shares worth $2.14M. The position accounts for 0.02% of the portfolio, ranked #697.

Concurrent Investment Advisors first reported a position in FGD in Q4 2023 and has held it in 11 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Concurrent Investment Advisors held 66,822 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $2.14M as of Q2 2026.
Concurrent Investment Advisors bought 3,833 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $127K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #697 holding.
Concurrent Investment Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2023 and has held it in 11 quarters since.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.