FLP Wealth Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

FLP Wealth 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 Q2	$214K	Buy	+6,675	New	+$222K	0.38%	60
2026 Q1	–	Sell	-9,164	Closed	-$277K	–	58
2025 Q4	$277K	Buy	9,164 +210	+2%	+$6.21K	0.66%	42
2025 Q3	$257K	Sell	8,954 -377	-4%	-$10.8K	0.73%	42
2025 Q2	$257K	Buy	9,331 +1,037	+13%	+$26.6K	0.72%	41
2025 Q1	$201K	Buy	8,294 +233	+3%	+$5.45K	0.64%	50
2024 Q4	$179K	Buy	+8,061	New	+$189K	0.46%	52

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

FLP Wealth Management's FGD Position: Q2 2026 in Review

FLP Wealth Management opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026: 6,675 shares worth $214K. The stake represents 0.38% of the portfolio and ranks #60 among its holdings. This is a return to the name: FLP Wealth Management previously reported a position in FGD as recently as Q4 2025.

FLP Wealth Management first reported a position in FGD in Q4 2024 and has held it in 6 quarters since. The position peaked at $277K in Q4 2025. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

FLP Wealth Management held 6,675 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $214K as of Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund was a new FLP Wealth Management position in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.38% of FLP Wealth Management's portfolio in Q2 2026, its #60 holding.
FLP Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2024 and has held it in 6 quarters since.
FLP Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $277K in Q4 2025.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.