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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
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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Global Retirement Partners's FGD Position: Q4 2025 in Review

Global Retirement Partners increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.73% in Q4 2025, buying an estimated $296 and bringing the position to 1,383 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

Global Retirement Partners first reported a position in FGD in Q1 2021 and has held it in 18 quarters since. The position peaked at $107K in Q1 2023. 173 funds tracked by Wall St. Rank hold FGD as of Q4 2025.

  • Global Retirement Partners held 1,383 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $41.9K as of Q4 2025.
  • Global Retirement Partners bought 10 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2025, an estimated $296.
  • First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2461 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 18 quarters since.
  • Global Retirement Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $107K in Q1 2023.
  • 173 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.