Financial Advocates Investment Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-10,950	Closed	-$302K	–	233
2025 Q2	$302K	Buy	+10,950	New	+$280K	0.02%	497
2025 Q1	–	Sell	-12,204	Closed	-$271K	–	742
2024 Q4	$271K	Sell	12,204 -27	-0.2%	-$633	0.02%	625
2024 Q3	$298K	Sell	12,231 -101	-0.8%	-$2.37K	0.02%	599
2024 Q2	$275K	Buy	12,332 +665	+6%	+$15.2K	0.02%	595
2024 Q1	$266K	Buy	11,667 +67	+0.6%	+$1.48K	0.02%	628
2023 Q4	$258K	Buy	+11,600	New	+$244K	0.02%	609

Other funds holding FGD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PNC

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

Financial Advocates Investment Management's FGD Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2025, closing a stake of 10,950 shares — an estimated $302K sold.

Financial Advocates Investment Management first reported a position in FGD in Q4 2023 and held it in 6 quarters. The position peaked at $302K in Q2 2025. 160 funds tracked by Wall St. Rank hold FGD as of Q3 2025.

Financial Advocates Investment Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 10,950 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2025, an estimated $302K.
Financial Advocates Investment Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2023 and held it in 6 quarters.
Financial Advocates Investment Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $302K in Q2 2025.
160 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.