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Global Retirement Partners’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Global Retirement Partners’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 		$44.6K Buy
+1,394
New +$46.3K ﹤0.01% 2592
2025
Q4 		$41.9K Buy
1,383
+10
+0.7% +$296 ﹤0.01% 2461
2025
Q3 		$39.5K Sell
1,373
-85
-6% -$2.44K ﹤0.01% 2032
2025
Q2 		$40.1K Buy
+1,458
New +$37.3K ﹤0.01% 1899
2024
Q4 		$28.2K Sell
1,269
-2,363
-65% -$55.4K ﹤0.01% 1897
2024
Q3 		$88.5K Buy
3,632
+39
+1% +$914 ﹤0.01% 1298
2024
Q2 		$80.2K Buy
3,593
+65
+2% +$1.49K ﹤0.01% 1306
2024
Q1 		$80.3K Sell
3,528
-350
-9% -$7.75K ﹤0.01% 1173
2023
Q4 		$84.8K Sell
3,878
-336
-8% -$7.07K ﹤0.01% 1130
2023
Q3 		$84.3K Sell
4,214
-670
-14% -$14.4K ﹤0.01% 1009
2023
Q2 		$105K Buy
4,884
+72
+1% +$1.59K 0.01% 930
2023
Q1 		$107K Buy
4,812
+12
+0.3% +$274 0.01% 888
2022
Q4 		$105K Buy
4,800
+1,338
+39% +$27.8K 0.01% 798
2022
Q3 		$68K Buy
3,462
+1,019
+42% +$21.6K 0.01% 900
2022
Q2 		$53K Buy
2,443
+47
+2% +$1.13K ﹤0.01% 969
2022
Q1 		$59K Buy
+2,396
New +$61.2K ﹤0.01% 932
2021
Q4 		– Sell
-2,294
Closed -$57K – 746
2021
Q3 		$57K Buy
2,294
+32
+1% +$825 0.01% 813
2021
Q2 		$59K Buy
2,262
+1,234
+120% +$32.6K 0.01% 791
2021
Q1 		$26K Buy
+1,028
New +$24.6K ﹤0.01% 1024

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 $3.69B AUM 18.32% 1-Year Est. Return

Global Retirement Partners's FGD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026: 1,394 shares worth $44.6K. The stake represents ﹤0.01% of the portfolio and ranks #2592 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FGD as recently as Q4 2025.

Global Retirement Partners first reported a position in FGD in Q1 2021 and has held it in 19 quarters since. The position peaked at $107K in Q1 2023. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

  • Global Retirement Partners held 1,394 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $44.6K as of Q2 2026.
  • First Trust Dow Jones Global Select Dividend Index Fund was a new Global Retirement Partners position in Q2 2026.
  • First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2592 holding.
  • Global Retirement Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2021 and has held it in 19 quarters since.
  • Global Retirement Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $107K in Q1 2023.
  • 208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.