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 Q2	$677K	Sell	21,148 -38	-0.2%	-$1.26K	﹤0.01%	868
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 $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

Envestnet Portfolio Solutions's FGD Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.18% in Q2 2026, selling an estimated $1.26K and leaving 21,148 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Envestnet Portfolio Solutions first reported a position in FGD in Q4 2023 and has held it in 9 quarters since. The position peaked at $851K in Q4 2025. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Envestnet Portfolio Solutions held 21,148 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $677K as of Q2 2026.
Envestnet Portfolio Solutions sold 38 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $1.26K.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #868 holding.
Envestnet Portfolio Solutions first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2023 and has held it in 9 quarters since.
Envestnet Portfolio Solutions's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $851K in Q4 2025.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.