Gladstone Institutional Advisory’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Gladstone Institutional Advisory’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	$814K	Buy	25,430 +1,724	+7%	+$57.3K	0.03%	463
2026 Q1	$757K	Buy	23,706 +1,100	+5%	+$35.3K	0.03%	443
2025 Q4	$684K	Buy	22,606 +1,186	+6%	+$35.1K	0.03%	435
2025 Q3	$616K	Sell	21,420 -121	-0.6%	-$3.47K	0.02%	464
2025 Q2	$593K	Buy	21,541 +8,658	+67%	+$222K	0.02%	450
2025 Q1	$312K	Buy	+12,883	New	+$301K	0.01%	578
2020 Q1	–	Sell	-12,201	Closed	-$304K	–	282
2019 Q4	$304K	Buy	12,201 +755	+7%	+$18.1K	0.07%	188
2019 Q3	$262K	Sell	11,446 -8,092	-41%	-$182K	0.07%	224
2019 Q2	$449K	Buy	+19,538	New	+$458K	0.14%	150

Other funds holding FGD

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

CFS

Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Gladstone Institutional Advisory's FGD Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 7.3% in Q2 2026, buying an estimated $57.3K and bringing the position to 25,430 shares worth $814K. The position accounts for 0.03% of the portfolio, ranked #463.

Gladstone Institutional Advisory first reported a position in FGD in Q2 2019 and has held it in 9 quarters since. 62 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Gladstone Institutional Advisory held 25,430 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $814K as of Q2 2026.
Gladstone Institutional Advisory bought 1,724 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $57.3K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #463 holding.
Gladstone Institutional Advisory first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2019 and has held it in 9 quarters since.
62 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.