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

Financial Gravity Asset 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
2026 Q1	$3.96K	Sell	124 -353	-74%	-$11.3K	﹤0.01%	673
2025 Q4	$14.4K	Sell	477 -5,045	-91%	-$149K	﹤0.01%	426
2025 Q3	$159K	Buy	+5,522	New	+$158K	0.03%	168
2024 Q2	–	Sell	-250	Closed	-$5.57K	–	1552
2024 Q1	$5.57K	Hold	250	–	–	﹤0.01%	557
2023 Q4	$5.57K	Buy	+250	New	+$5.26K	﹤0.01%	573
2019 Q4	$25K	Hold	77	–	–	0.02%	936
2019 Q3	$2K	Buy	77 +5	+7%	+$113	﹤0.01%	884
2019 Q2	$2K	Buy	+72	New	+$1.69K	﹤0.01%	893

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Financial Gravity Asset Management's FGD Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 74% in Q1 2026, selling an estimated $11.3K and leaving 124 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Financial Gravity Asset Management first reported a position in FGD in Q2 2019 and has held it in 8 quarters since. The position peaked at $159K in Q3 2025. 192 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

Financial Gravity Asset Management held 124 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $3.96K as of Q1 2026.
Financial Gravity Asset Management sold 353 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $11.3K.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #673 holding.
Financial Gravity Asset Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2019 and has held it in 8 quarters since.
Financial Gravity Asset Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $159K in Q3 2025.
192 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.