FAM
FGD icon

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

Formidable 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
Q2 		$201K Buy
+6,300
New +$209K 0.03% 370

Other funds holding FGD

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Formidable Asset Management's FGD Position: Q2 2026 in Review

Formidable Asset Management opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026: 6,300 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #370 among its holdings.

22 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

  • Formidable Asset Management held 6,300 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $201K as of Q2 2026.
  • First Trust Dow Jones Global Select Dividend Index Fund was a new Formidable Asset Management position in Q2 2026.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.03% of Formidable Asset Management's portfolio in Q2 2026, its #370 holding.
  • 22 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.