Godfrey Financial Associates’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Godfrey Financial Associates’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	$16K	Hold	500	–	–	0.01%	386
2026 Q1	$16K	Hold	500	–	–	0.01%	362
2025 Q4	$15.1K	Buy	+500	New	+$14.8K	0.01%	360

Other funds holding FGD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Godfrey Financial Associates's FGD Position: Q2 2026 in Review

Godfrey Financial Associates held its First Trust Dow Jones Global Select Dividend Index Fund (FGD) position steady in Q2 2026 at 500 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #386.

Godfrey Financial Associates first reported a position in FGD in Q4 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Godfrey Financial Associates held 500 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $16K as of Q2 2026.
Godfrey Financial Associates left its First Trust Dow Jones Global Select Dividend Index Fund share count unchanged in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #386 holding.
Godfrey Financial Associates first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2025 and has held it in 3 quarters since.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.