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 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 $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FGD Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2026: 616 shares worth $19.7K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in FGD as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in FGD in Q2 2022 and has held it in 14 quarters since. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 616 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $19.7K as of Q1 2026.
First Trust Dow Jones Global Select Dividend Index Fund was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #505 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2022 and has held it in 14 quarters since.
191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.