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 Q3	$166K	Buy	5,014 +94	+2%	+$3.25K	﹤0.01%	776
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

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $149M AUM 11.64% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

CX Institutional's FGD Position: Q3 2026 in Review

CX Institutional increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 1.9% in Q3 2026, buying an estimated $3.25K and bringing the position to 5,014 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

CX Institutional first reported a position in FGD in Q3 2025 and has held it in 5 quarters since. The position peaked at $190K in Q4 2025. 33 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

CX Institutional held 5,014 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $166K as of Q3 2026.
CX Institutional bought 94 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2026, an estimated $3.25K.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #776 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 5 quarters since.
CX Institutional's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $190K in Q4 2025.
33 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.