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

Creative Financial Designs’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	$23.2K	Buy	726 +568	+359%	+$18.2K	﹤0.01%	1161
2025 Q4	$4.78K	Buy	+158	New	+$4.67K	﹤0.01%	1527
2024 Q2	–	Sell	-5,296	Closed	-$121K	–	1672
2024 Q1	$121K	Sell	5,296 -134	-2%	-$2.97K	0.01%	528
2023 Q4	$121K	Sell	5,430 -1,190	-18%	-$25K	0.01%	497
2023 Q3	$136K	Sell	6,620 -90	-1%	-$1.94K	0.02%	438
2023 Q2	$144K	Buy	6,710 +35	+0.5%	+$775	0.02%	407
2023 Q1	$148K	Buy	+6,675	New	+$152K	0.02%	386
2020 Q3	–	Sell	-692	Closed	-$12K	–	1233
2020 Q2	$12K	Buy	692 +272	+65%	+$4.69K	﹤0.01%	709
2020 Q1	$7K	Buy	+420	New	+$9.27K	﹤0.01%	374

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

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 $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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