First Heartland Consultants’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

First Heartland Consultants’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	$1.22M	Buy	+38,284	New	+$1.27M	0.08%	191
2021 Q2	–	Sell	-20,536	Closed	-$516K	–	402
2021 Q1	$516K	Buy	20,536 +6,930	+51%	+$166K	0.08%	196
2020 Q4	$298K	Buy	13,606 +2,903	+27%	+$59K	0.05%	243
2020 Q3	$191K	Hold	10,703	–	–	0.04%	285
2020 Q2	$192K	Buy	+10,703	New	+$185K	0.04%	271
2020 Q1	–	Sell	-9,412	Closed	-$235K	–	269
2019 Q4	$235K	Hold	9,412	–	–	0.05%	270
2019 Q3	$216K	Sell	9,412 -205	-2%	-$4.62K	0.05%	269
2019 Q2	$221K	Hold	9,617	–	–	0.05%	260
2019 Q1	$224K	Hold	9,617	–	–	0.06%	250
2018 Q4	$210K	Hold	9,617	–	–	0.08%	227
2018 Q3	$241K	Buy	+9,617	New	+$242K	0.08%	219
2013 Q3	–	Sell	-3,690	Closed	-$85K	–	263
2013 Q2	$85K	Buy	+3,690	New	+$91.2K	0.05%	244

Other funds holding FGD

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return