Guardian Wealth Advisors (North Carolina)’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-616	Closed	-$19.7K	–	436
2026 Q1	$19.7K	Buy	+616	New	+$19.8K	﹤0.01%	505
2025 Q3	–	Sell	-616	Closed	-$17K	–	406
2025 Q2	$17K	Hold	616	–	–	﹤0.01%	457
2025 Q1	$14.9K	Hold	616	–	–	﹤0.01%	445
2024 Q4	$13.7K	Hold	616	–	–	﹤0.01%	430
2024 Q3	$15K	Hold	616	–	–	﹤0.01%	366
2024 Q2	$13.8K	Hold	616	–	–	﹤0.01%	358
2024 Q1	$14K	Hold	616	–	–	﹤0.01%	372
2023 Q4	$13.7K	Hold	616	–	–	﹤0.01%	369
2023 Q3	$12.7K	Hold	616	–	–	﹤0.01%	348
2023 Q2	$13.2K	Hold	616	–	–	﹤0.01%	332
2023 Q1	$13.6K	Hold	616	–	–	﹤0.01%	324
2022 Q4	$13.5K	Hold	616	–	–	﹤0.01%	305
2022 Q3	$11K	Hold	616	–	–	﹤0.01%	285
2022 Q2	$13K	Buy	+616	New	+$14.8K	﹤0.01%	280

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FGD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026, closing a stake of 616 shares — an estimated $19.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FGD in Q2 2022 and held it in 14 quarters. The position peaked at $19.7K in Q1 2026. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 616 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $19.7K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Dow Jones Global Select Dividend Index Fund position peaked at $19.7K in Q1 2026.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.