Envestnet Portfolio Solutions

Envestnet Portfolio Solutions’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Envestnet Portfolio Solutions’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 Q1	$676K	Sell	21,186 -6,932	-25%	-$222K	﹤0.01%	780
2025 Q4	$851K	Buy	28,118 +6,780	+32%	+$200K	﹤0.01%	818
2025 Q3	$613K	Buy	+21,338	New	+$611K	﹤0.01%	947
2025 Q2	–	Sell	-8,670	Closed	-$210K	–	1568
2025 Q1	$210K	Buy	+8,670	New	+$203K	﹤0.01%	1486
2024 Q4	–	Sell	-10,001	Closed	-$244K	–	1748
2024 Q3	$244K	Sell	10,001 -144	-1%	-$3.38K	﹤0.01%	1546
2024 Q2	$227K	Sell	10,145 -1,175	-10%	-$26.9K	﹤0.01%	1531
2024 Q1	$258K	Sell	11,320 -825	-7%	-$18.3K	﹤0.01%	1434
2023 Q4	$270K	Buy	+12,145	New	+$255K	﹤0.01%	1347

Other funds holding FGD

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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