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FIA
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
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
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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