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 Q3	$895K	Sell	26,988 -11,296	-30%	-$390K	0.06%	230
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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

First Heartland Consultants's FGD Position: Q3 2026 in Review

First Heartland Consultants reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 30% in Q3 2026, selling an estimated $390K and leaving 26,988 shares worth $895K. The position accounts for 0.06% of the portfolio, ranked #230.

First Heartland Consultants first reported a position in FGD in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.22M in Q2 2026. 10 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

First Heartland Consultants held 26,988 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $895K as of Q3 2026.
First Heartland Consultants sold 11,296 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2026, an estimated $390K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.06% of First Heartland Consultants's portfolio in Q3 2026, its #230 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 13 quarters since.
First Heartland Consultants's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.22M in Q2 2026.
10 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.