Elevated Capital Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Elevated Capital Advisors’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	$1.3M	Buy	40,718 +62	+0.2%	+$2.06K	0.36%	61
2026 Q1	$1.3M	Sell	40,656 -5,397	-12%	-$173K	0.33%	73
2025 Q4	$1.39M	Sell	46,053 -2,816	-6%	-$83.3K	0.32%	78
2025 Q3	$1.4M	Sell	48,869 -3,765	-7%	-$108K	0.35%	69
2025 Q2	$1.27M	Hold	52,634	–	–	0.36%	69
2025 Q1	$1.27M	Sell	52,634 -4,784	-8%	-$112K	0.36%	69
2024 Q4	$1.28M	Sell	57,418 -157	-0.3%	-$3.68K	0.35%	66
2024 Q3	$1.4M	Buy	57,575 +2	+0%	+$47	0.37%	64
2024 Q2	$1.29M	Sell	57,573 -374	-0.6%	-$8.56K	0.36%	66
2024 Q1	$1.32M	Buy	57,947 +3,917	+7%	+$86.8K	0.38%	78
2023 Q4	$1.2M	Buy	54,030 +2,525	+5%	+$53.1K	0.38%	82
2023 Q3	$1.06M	Buy	51,505 +2,105	+4%	+$45.3K	0.36%	82
2023 Q2	$1.06M	Buy	+49,400	New	+$1.09M	0.35%	91

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

Elevated Capital Advisors's FGD Position: Q2 2026 in Review

Elevated Capital Advisors increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.15% in Q2 2026, buying an estimated $2.06K and bringing the position to 40,718 shares worth $1.3M. The position accounts for 0.36% of the portfolio, ranked #61.

Elevated Capital Advisors first reported a position in FGD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.4M in Q3 2025. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Elevated Capital Advisors held 40,718 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.3M as of Q2 2026.
Elevated Capital Advisors bought 62 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $2.06K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.36% of Elevated Capital Advisors's portfolio in Q2 2026, its #61 holding.
Elevated Capital Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2023 and has held it in 13 quarters since.
Elevated Capital Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.4M in Q3 2025.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.