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

ForthRight 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	$5.3M	Sell	165,594 -10,762	-6%	-$358K	1.36%	15
2026 Q1	$5.63M	Sell	176,356 -415	-0.2%	-$13.3K	1.6%	14
2025 Q4	$5.35M	Buy	176,771 +2,124	+1%	+$62.8K	1.54%	15
2025 Q3	$5.02M	Sell	174,647 -1,738	-1%	-$49.8K	1.46%	16
2025 Q2	$4.86M	Buy	176,385 +30,147	+21%	+$772K	1.51%	16
2025 Q1	$3.54M	Buy	146,238 +691	+0.5%	+$16.1K	1.18%	16
2024 Q4	$3.24M	Buy	145,547 +2,423	+2%	+$56.8K	1.08%	16
2024 Q3	$3.49M	Buy	143,124 +1,230	+0.9%	+$28.8K	1.16%	16
2024 Q2	$3.17M	Sell	141,894 -1,628	-1%	-$37.3K	1.14%	18
2024 Q1	$3.27M	Sell	143,522 -5,835	-4%	-$129K	1.17%	17
2023 Q4	$3.32M	Buy	149,357 +1,432	+1%	+$30.1K	1.29%	17
2023 Q3	$3.05M	Sell	147,925 -5,580	-4%	-$120K	1.31%	16
2023 Q2	$3.29M	Sell	153,505 -11,428	-7%	-$253K	1.38%	15
2023 Q1	$3.65M	Sell	164,933 -15,433	-9%	-$353K	1.67%	14
2022 Q4	$3.96M	Buy	180,366 +3,839	+2%	+$79.7K	2.03%	14
2022 Q3	$3.27M	Buy	176,527 +4,851	+3%	+$103K	1.92%	14
2022 Q2	$3.73M	Sell	171,676 -7,340	-4%	-$176K	2.07%	14
2022 Q1	$4.54M	Buy	179,016 +52,824	+42%	+$1.35M	2.34%	12
2021 Q4	$3.17M	Sell	126,192 -5,879	-4%	-$149K	1.73%	11
2021 Q3	$3.3M	Buy	132,071 +1,503	+1%	+$38.7K	2%	10
2021 Q2	$3.39M	Sell	130,568 -1,633	-1%	-$43.1K	2.15%	11
2021 Q1	$3.32M	Sell	132,201 -17,449	-12%	-$417K	2.26%	11
2020 Q4	$3.28M	Buy	+149,650	New	+$3.04M	2.58%	9

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

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

ForthRight Wealth Management reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 6.1% in Q2 2026, selling an estimated $358K and leaving 165,594 shares worth $5.3M. The position accounts for 1.36% of the portfolio, ranked #15.

ForthRight Wealth Management first reported a position in FGD in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.63M in Q1 2026. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

ForthRight Wealth Management held 165,594 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $5.3M as of Q2 2026.
ForthRight Wealth Management sold 10,762 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $358K.
First Trust Dow Jones Global Select Dividend Index Fund made up 1.36% of ForthRight Wealth Management's portfolio in Q2 2026, its #15 holding.
ForthRight Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2020 and has held it in 23 quarters since.
ForthRight Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $5.63M in Q1 2026.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.