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

Cottonwood Capital 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	$1.28M	Sell	39,889 -202	-0.5%	-$6.71K	0.77%	29
2026 Q1	$1.28M	Sell	40,091 -596	-1%	-$19.1K	0.9%	28
2025 Q4	$1.23M	Buy	40,687 +3,364	+9%	+$99.5K	0.88%	26
2025 Q3	$1.07M	Buy	37,323 +2,868	+8%	+$82.2K	0.78%	28
2025 Q2	$949K	Sell	34,455 -370	-1%	-$9.47K	0.64%	37
2025 Q1	$843K	Buy	34,825 +1,531	+5%	+$35.8K	0.62%	44
2024 Q4	$740K	Buy	33,294 +2,037	+7%	+$47.7K	0.53%	44
2024 Q3	$761K	Buy	31,257 +7,993	+34%	+$187K	0.56%	42
2024 Q2	$523K	Buy	23,264 +843	+4%	+$19.3K	0.41%	56
2024 Q1	$491K	Sell	22,421 -217	-1%	-$4.81K	0.39%	58
2023 Q4	$504K	Buy	22,638 +886	+4%	+$18.6K	0.42%	56
2023 Q3	$448K	Buy	21,752 +741	+4%	+$15.9K	0.42%	57
2023 Q2	$450K	Buy	21,011 +440	+2%	+$9.74K	0.41%	56
2023 Q1	$455K	Buy	20,571 +262	+1%	+$5.99K	0.42%	57
2022 Q4	$446K	Buy	20,309 +222	+1%	+$4.61K	0.4%	57
2022 Q3	$372K	Buy	+20,087	New	+$426K	0.35%	61

Other funds holding FGD

FMLI

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

PNC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

CFS

Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

Cottonwood Capital Advisors's FGD Position: Q2 2026 in Review

Cottonwood Capital Advisors reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.5% in Q2 2026, selling an estimated $6.71K and leaving 39,889 shares worth $1.28M. The position accounts for 0.77% of the portfolio, ranked #29.

Cottonwood Capital Advisors first reported a position in FGD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.28M in Q1 2026. 90 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Cottonwood Capital Advisors held 39,889 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.28M as of Q2 2026.
Cottonwood Capital Advisors sold 202 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $6.71K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.77% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #29 holding.
Cottonwood Capital Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2022 and has held it in 16 quarters since.
Cottonwood Capital Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.28M in Q1 2026.
90 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.