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

EverSource Wealth 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	$3.2K	Hold	100	–	–	﹤0.01%	3499
2026 Q1	$3.19K	Hold	100	–	–	﹤0.01%	3467
2025 Q4	$3.03K	Hold	100	–	–	﹤0.01%	3334
2025 Q3	$2.88K	Hold	100	–	–	﹤0.01%	3395
2025 Q2	$2.75K	Hold	100	–	–	﹤0.01%	3390
2025 Q1	$2.42K	Hold	100	–	–	﹤0.01%	2843
2024 Q4	$2.22K	Hold	100	–	–	﹤0.01%	2674
2024 Q3	$2.44K	Hold	100	–	–	﹤0.01%	2483
2024 Q2	$2.34K	Buy	+100	New	+$2.29K	﹤0.01%	2500

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

EverSource Wealth Advisors's FGD Position: Q2 2026 in Review

EverSource Wealth Advisors held its First Trust Dow Jones Global Select Dividend Index Fund (FGD) position steady in Q2 2026 at 100 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3499.

EverSource Wealth Advisors first reported a position in FGD in Q2 2024 and has held it in 9 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

EverSource Wealth Advisors held 100 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $3.2K as of Q2 2026.
EverSource Wealth Advisors left its First Trust Dow Jones Global Select Dividend Index Fund share count unchanged in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3499 holding.
EverSource Wealth Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2024 and has held it in 9 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.