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 Q2	$105K	Buy	3,283 +2,557	+352%	+$85K	0.01%	787
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 $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

Creative Financial Designs's FGD Position: Q2 2026 in Review

Creative Financial Designs increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 352% in Q2 2026, buying an estimated $85K and bringing the position to 3,283 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #787.

Creative Financial Designs first reported a position in FGD in Q1 2020 and has held it in 10 quarters since. The position peaked at $148K in Q1 2023. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Creative Financial Designs held 3,283 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $105K as of Q2 2026.
Creative Financial Designs bought 2,557 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $85K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #787 holding.
Creative Financial Designs first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2020 and has held it in 10 quarters since.
Creative Financial Designs's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $148K in Q1 2023.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.