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

Creative Planning’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	$1.27M	Sell	39,887 -33	-0.1%	-$1.06K	﹤0.01%	2263
2025 Q4	$1.21M	Buy	39,920 +394	+1%	+$11.7K	﹤0.01%	2136
2025 Q3	$1.14M	Buy	39,526 +25,181	+176%	+$721K	﹤0.01%	1997
2025 Q2	$395K	Sell	14,345 -13,811	-49%	-$354K	﹤0.01%	2666
2025 Q1	$681K	Buy	+28,156	New	+$658K	﹤0.01%	2024
2020 Q2	–	Sell	-16,050	Closed	-$256K	–	2053
2020 Q1	$256K	Hold	16,050	–	–	﹤0.01%	1248
2019 Q4	$400K	Sell	16,050 -4,450	-22%	-$107K	﹤0.01%	1238
2019 Q3	$470K	Sell	20,500 -174	-0.8%	-$3.92K	﹤0.01%	1101
2019 Q2	$476K	Buy	+20,674	New	+$484K	﹤0.01%	1106
2017 Q3	–	Sell	-500	Closed	-$12K	–	2494
2017 Q2	$12K	Hold	500	–	–	﹤0.01%	3508
2017 Q1	$12K	Hold	500	–	–	﹤0.01%	3468
2016 Q4	$12K	Sell	500 -250	-33%	-$5.77K	﹤0.01%	3414
2016 Q3	$18K	Hold	750	–	–	﹤0.01%	3118
2016 Q2	$17K	Sell	750 -560	-43%	-$12.7K	﹤0.01%	2903
2016 Q1	$30K	Hold	1,310	–	–	﹤0.01%	2454
2015 Q4	$29K	Sell	1,310 -995	-43%	-$22.3K	﹤0.01%	2570
2015 Q3	$50K	Buy	+2,305	New	+$53.7K	﹤0.01%	2037
2015 Q2	–	Sell	-1,501	Closed	-$38K	–	1730
2015 Q1	$38K	Hold	1,501	–	–	﹤0.01%	2212
2014 Q4	$38K	Sell	1,501 -1,740	-54%	-$45.6K	﹤0.01%	2183
2014 Q3	$86K	Buy	3,241 +1,931	+147%	+$54.7K	﹤0.01%	1577
2014 Q2	$38K	Buy	1,310 +750	+134%	+$21.6K	﹤0.01%	2056
2014 Q1	$16K	Hold	560	–	–	﹤0.01%	2508
2013 Q4	$15K	Buy	+560	New	+$14.9K	﹤0.01%	2352

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

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

FMLI

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

AWM

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

PNC

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

Creative Planning's FGD Position: Q1 2026 in Review

Creative Planning reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.08% in Q1 2026, selling an estimated $1.06K and leaving 39,887 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

Creative Planning first reported a position in FGD in Q4 2013 and has held it in 23 quarters since. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

Creative Planning held 39,887 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.27M as of Q1 2026.
Creative Planning sold 33 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $1.06K.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2263 holding.
Creative Planning first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2013 and has held it in 23 quarters since.
191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.