FWM
FGD icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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: Q1 2026 in Review

ForthRight Wealth Management reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.23% in Q1 2026, selling an estimated $13.3K and leaving 176,356 shares worth $5.63M. The position accounts for 1.6% of the portfolio, ranked #14.

ForthRight Wealth Management first reported a position in FGD in Q4 2020 and has held it in 22 quarters since. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

  • ForthRight Wealth Management held 176,356 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $5.63M as of Q1 2026.
  • ForthRight Wealth Management sold 415 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $13.3K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 1.6% of ForthRight Wealth Management's portfolio in Q1 2026, its #14 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 22 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.