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

Cyndeo Wealth 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	$572K	Buy	17,883 +1,547	+9%	+$51.4K	0.03%	333
2026 Q1	$522K	Buy	+16,336	New	+$524K	0.03%	318

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

Cyndeo Wealth Partners's FGD Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 9.5% in Q2 2026, buying an estimated $51.4K and bringing the position to 17,883 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #333.

Cyndeo Wealth Partners first reported a position in FGD in Q1 2026 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Cyndeo Wealth Partners held 17,883 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $572K as of Q2 2026.
Cyndeo Wealth Partners bought 1,547 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $51.4K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #333 holding.
Cyndeo Wealth Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2026 and has held it in 2 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 Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.