CX Institutional’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

CX Institutional’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	$157K	Sell	4,920 -130	-3%	-$4.32K	﹤0.01%	786
2026 Q1	$161K	Sell	5,050 -1,217	-19%	-$39K	﹤0.01%	773
2025 Q4	$190K	Sell	6,267 -16	-0.3%	-$473	0.01%	727
2025 Q3	$181K	Buy	+6,283	New	+$180K	0.01%	717

Other funds holding FGD

PNC

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

FFN

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

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SRPTWM

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

CX Institutional's FGD Position: Q2 2026 in Review

CX Institutional reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 2.6% in Q2 2026, selling an estimated $4.32K and leaving 4,920 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

CX Institutional first reported a position in FGD in Q3 2025 and has held it in 4 quarters since. The position peaked at $190K in Q4 2025. 35 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

CX Institutional held 4,920 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $157K as of Q2 2026.
CX Institutional sold 130 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $4.32K.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #786 holding.
CX Institutional first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2025 and has held it in 4 quarters since.
CX Institutional's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $190K in Q4 2025.
35 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.