FGAM
FGD icon

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
-500
Closed -$11.3K – 1825
2024
Q1 		$11.3K Buy
500
+250
+100% +$5.54K ﹤0.01% 694
2023
Q4 		$5.57K Buy
+250
New +$5.26K ﹤0.01% 862
2020
Q2 		– Sell
-65
Closed -$1.04K – 324
2020
Q1 		$1.04K Sell
65
-12
-16% -$265 ﹤0.01% 467
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return