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 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 $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Bank of America

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

Raymond James Financial

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

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

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