Creekside Partners’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Creekside Partners’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	$3.94M	Buy	123,044 +796	+0.7%	+$26.5K	1.43%	16
2026 Q1	$3.9M	Buy	122,248 +5,789	+5%	+$186K	1.61%	16
2025 Q4	$3.53M	Buy	116,459 +1,095	+0.9%	+$32.4K	1.49%	15
2025 Q3	$3.32M	Buy	115,364 +822	+0.7%	+$23.5K	1.46%	17
2025 Q2	$3.15M	Buy	114,542 +894	+0.8%	+$22.9K	1.5%	16
2025 Q1	$2.75M	Buy	113,648 +219	+0.2%	+$5.12K	1.44%	16
2024 Q4	$2.52M	Sell	113,429 -5,316	-4%	-$125K	1.31%	22
2024 Q3	$2.89M	Buy	118,745 +769	+0.7%	+$18K	1.49%	16
2024 Q2	$2.63M	Buy	+117,976	New	+$2.7M	1.46%	17

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 $3.57B AUM 22.83% 1-Year Est. Return

Creekside Partners's FGD Position: Q2 2026 in Review

Creekside Partners increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.65% in Q2 2026, buying an estimated $26.5K and bringing the position to 123,044 shares worth $3.94M. The position accounts for 1.43% of the portfolio, ranked #16.

Creekside Partners first reported a position in FGD in Q2 2024 and has held it in 9 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Creekside Partners held 123,044 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $3.94M as of Q2 2026.
Creekside Partners bought 796 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $26.5K.
First Trust Dow Jones Global Select Dividend Index Fund made up 1.43% of Creekside Partners's portfolio in Q2 2026, its #16 holding.
Creekside Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2024 and has held it in 9 quarters since.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.