J.W. Cole Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

J.W. Cole Advisors’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	$521K	Buy	16,292 +3,521	+28%	+$117K	0.01%	991
2026 Q1	$408K	Buy	12,771 +2,689	+27%	+$86.3K	0.01%	546
2025 Q4	$297K	Sell	10,082 -89	-0.9%	-$2.63K	0.01%	1106
2025 Q3	$292K	Buy	10,171 +400	+4%	+$11.5K	0.01%	1226
2025 Q2	$269K	Buy	9,771 +1,262	+15%	+$32.3K	0.01%	1194
2025 Q1	$206K	Buy	+8,509	New	+$199K	0.01%	1146

Other funds holding FGD

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

PNC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

CFS

Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

J.W. Cole Advisors's FGD Position: Q2 2026 in Review

J.W. Cole Advisors increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 28% in Q2 2026, buying an estimated $117K and bringing the position to 16,292 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #991.

J.W. Cole Advisors first reported a position in FGD in Q1 2025 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

J.W. Cole Advisors held 16,292 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $521K as of Q2 2026.
J.W. Cole Advisors bought 3,521 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $117K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #991 holding.
J.W. Cole Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2025 and has held it in 6 quarters since.
90 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.