FSB Premier Wealth Management
FGD icon

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

FSB Premier 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
Q3 		$3.64M Buy
109,828
+5,675
+5% +$196K 0.97% 26
2026
Q2 		$3.33M Buy
104,153
+97,073
+1,371% +$3.23M 0.94% 25
2026
Q1 		$226K Buy
+7,080
New +$227K 0.07% 236
2023
Q1 		– Sell
-10,402
Closed -$229K – 151
2022
Q4 		$229K Buy
+10,402
New +$216K 0.13% 135

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

FSB Premier Wealth Management's FGD Position: Q3 2026 in Review

FSB Premier Wealth Management increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 5.4% in Q3 2026, buying an estimated $196K and bringing the position to 109,828 shares worth $3.64M. The position accounts for 0.97% of the portfolio, ranked #26.

FSB Premier Wealth Management first reported a position in FGD in Q4 2022 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

  • FSB Premier Wealth Management held 109,828 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $3.64M as of Q3 2026.
  • FSB Premier Wealth Management bought 5,675 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2026, an estimated $196K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.97% of FSB Premier Wealth Management's portfolio in Q3 2026, its #26 holding.
  • FSB Premier Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2022 and has held it in 4 quarters since.
  • 193 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on FSB Premier Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.