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Harbour Investments’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Harbour Investments’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 		$638K Buy
19,958
+1,380
+7% +$45.9K 0.01% 1008
2026
Q1 		$593K Buy
18,578
+419
+2% +$13.4K 0.01% 979
2025
Q4 		$550K Sell
18,159
-901
-5% -$26.6K 0.01% 817
2025
Q3 		$548K Buy
19,060
+7,240
+61% +$207K 0.01% 790
2025
Q2 		$326K Buy
11,820
+4
+0% +$102 0.01% 950
2025
Q1 		$286K Sell
11,816
-1,603
-12% -$37.5K 0.01% 946
2024
Q4 		$298K Buy
13,419
+500
+4% +$11.7K 0.01% 869
2024
Q3 		$315K Buy
12,919
+181
+1% +$4.24K 0.01% 835
2024
Q2 		$284K Buy
12,738
+36
+0.3% +$824 0.01% 812
2024
Q1 		$289K Buy
12,702
+6,165
+94% +$137K 0.01% 780
2023
Q4 		$146K Sell
6,537
-1,284
-16% -$27K 0.01% 987
2023
Q3 		$161K Buy
7,821
+270
+4% +$5.81K 0.01% 863
2023
Q2 		$162K Sell
7,551
-2,792
-27% -$61.8K 0.01% 874
2023
Q1 		$229K Buy
10,343
+479
+5% +$10.9K 0.01% 721
2022
Q4 		$217K Buy
9,864
+4,856
+97% +$101K 0.01% 720
2022
Q3 		$109K Hold
5,008
– – 0.01% 927
2022
Q2 		$109K Buy
+5,008
New +$120K 0.01% 927
2021
Q4 		$137K Sell
5,453
-7,969
-59% -$202K 0.01% 841
2021
Q3 		$336K Buy
13,422
+16
+0.1% +$412 0.01% 799
2021
Q2 		$348K Sell
13,406
-5,520
-29% -$146K 0.01% 822
2021
Q1 		$476K Buy
+18,926
New +$453K 0.02% 622

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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

Harbour Investments's FGD Position: Q2 2026 in Review

Harbour Investments increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 7.4% in Q2 2026, buying an estimated $45.9K and bringing the position to 19,958 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #1008.

Harbour Investments first reported a position in FGD in Q1 2021 and has held it in 21 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

  • Harbour Investments held 19,958 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $638K as of Q2 2026.
  • Harbour Investments bought 1,380 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $45.9K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1008 holding.
  • Harbour Investments first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2021 and has held it in 21 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 Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.