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

Golden State 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 Q1	–	Sell	-107	Closed	-$3.24K	–	1659
2025 Q4	$3.24K	Buy	107 +3	+3%	+$89	﹤0.01%	1312
2025 Q3	$3.02K	Buy	104 +1	+1%	+$29	﹤0.01%	1332
2025 Q2	$2.84K	Sell	103 -8	-7%	-$205	﹤0.01%	1313
2025 Q1	$2.69K	Buy	111 +4	+4%	+$93	﹤0.01%	1277
2024 Q4	$2.4K	Buy	+107	New	+$2.51K	﹤0.01%	1230

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $3.57B AUM 22.83% 1-Year Est. Return

Golden State Wealth Management's FGD Position: Q1 2026 in Review

Golden State Wealth Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2026, closing a stake of 107 shares — an estimated $3.24K sold.

Golden State Wealth Management first reported a position in FGD in Q4 2024 and held it in 5 quarters. The position peaked at $3.24K in Q4 2025. 192 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

Golden State Wealth Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 107 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $3.24K.
Golden State Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2024 and held it in 5 quarters.
Golden State Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $3.24K in Q4 2025.
192 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.