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Foundations Investment Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Foundations Investment Advisors’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 		$2.82M Buy
88,198
+31,905
+57% +$1.06M 0.03% 344
2026
Q1 		$1.8M Buy
56,293
+44,063
+360% +$1.41M 0.02% 396
2025
Q4 		$370K Buy
12,230
+49
+0.4% +$1.45K ﹤0.01% 819
2025
Q3 		$350K Sell
12,181
-391
-3% -$11.2K 0.01% 781
2025
Q2 		$346K Buy
12,572
+225
+2% +$5.76K 0.01% 697
2025
Q1 		$299K Sell
12,347
-4,535
-27% -$106K 0.01% 711
2024
Q4 		$375K Sell
16,882
-441
-3% -$10.3K 0.01% 601
2024
Q3 		$422K Buy
17,323
+1,061
+7% +$24.9K 0.01% 555
2024
Q2 		$363K Sell
16,262
-2,262
-12% -$51.8K 0.01% 568
2024
Q1 		$422K Sell
18,524
-97
-0.5% -$2.15K 0.01% 508
2023
Q4 		$414K Sell
18,621
-17,644
-49% -$371K 0.01% 480
2023
Q3 		$747K Buy
36,265
+15,006
+71% +$323K 0.02% 321
2023
Q2 		$456K Buy
21,259
+9,207
+76% +$204K 0.02% 380
2023
Q1 		$266K Sell
12,052
-3,288
-21% -$75.1K 0.01% 417
2022
Q4 		$337K Buy
+15,340
New +$318K 0.01% 327

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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

Foundations Investment Advisors's FGD Position: Q2 2026 in Review

Foundations Investment Advisors increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 57% in Q2 2026, buying an estimated $1.06M and bringing the position to 88,198 shares worth $2.82M. The position accounts for 0.03% of the portfolio, ranked #344.

Foundations Investment Advisors first reported a position in FGD in Q4 2022 and has held it in 15 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

  • Foundations Investment Advisors held 88,198 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $2.82M as of Q2 2026.
  • Foundations Investment Advisors bought 31,905 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $1.06M.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #344 holding.
  • Foundations Investment Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2022 and has held it in 15 quarters since.
  • 208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.