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

Holistic Financial Partners’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	$306K	Hold	9,577	–	–	0.19%	75
2026 Q1	$306K	Hold	9,577	–	–	0.11%	95
2025 Q4	$290K	Hold	9,577	–	–	0.11%	98
2025 Q3	$275K	Hold	9,577	–	–	0.11%	107
2025 Q2	$264K	Hold	9,577	–	–	0.12%	100
2025 Q1	$232K	Hold	9,577	–	–	0.11%	103
2024 Q4	$213K	Hold	9,577	–	–	0.11%	108
2024 Q3	$233K	Hold	9,577	–	–	0.11%	102
2024 Q2	$214K	Hold	9,577	–	–	0.11%	108
2024 Q1	$218K	Sell	9,577 -268	-3%	-$5.94K	0.11%	120
2023 Q4	$219K	Hold	9,845	–	–	0.13%	107
2023 Q3	$203K	Hold	9,845	–	–	0.13%	100
2023 Q2	$211K	Buy	+9,845	New	+$218K	0.15%	97

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 $3.57B AUM 22.83% 1-Year Est. Return

Holistic Financial Partners's FGD Position: Q2 2026 in Review

Holistic Financial Partners held its First Trust Dow Jones Global Select Dividend Index Fund (FGD) position steady in Q2 2026 at 9,577 shares worth $306K. The position accounts for 0.19% of the portfolio, ranked #75.

Holistic Financial Partners first reported a position in FGD in Q2 2023 and has held it in 13 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Holistic Financial Partners held 9,577 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $306K as of Q2 2026.
Holistic Financial Partners 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 0.19% of Holistic Financial Partners's portfolio in Q2 2026, its #75 holding.
Holistic Financial Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2023 and has held it in 13 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 Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.