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

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

First Heartland Consultants's FGD Position: Q2 2026 in Review

First Heartland Consultants opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026: 38,284 shares worth $1.22M. The stake represents 0.08% of the portfolio and ranks #191 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in FGD as recently as Q1 2021.

First Heartland Consultants first reported a position in FGD in Q2 2013 and has held it in 12 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

First Heartland Consultants held 38,284 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.22M as of Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund was a new First Heartland Consultants position in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.08% of First Heartland Consultants's portfolio in Q2 2026, its #191 holding.
First Heartland Consultants first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2013 and has held it in 12 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 First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.