Kestra Private Wealth Services’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Kestra Private Wealth Services’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	$642K	Sell	20,055 -219	-1%	-$7.28K	0.01%	1118
2026 Q1	$647K	Buy	20,274 +18	+0.1%	+$577	0.01%	1072
2025 Q4	$613K	Buy	20,256 +5,827	+40%	+$172K	0.01%	1054
2025 Q3	$415K	Buy	14,429 +27	+0.2%	+$773	0.01%	1198
2025 Q2	$397K	Buy	14,402 +3,949	+38%	+$101K	0.01%	1139
2025 Q1	$253K	Sell	10,453 -93	-0.9%	-$2.17K	﹤0.01%	1285
2024 Q4	$235K	Buy	10,546 +32	+0.3%	+$750	﹤0.01%	1246
2024 Q3	$256K	Sell	10,514 -2,701	-20%	-$63.3K	﹤0.01%	1154
2024 Q2	$295K	Sell	13,215 -1,077	-8%	-$24.7K	0.01%	1052
2024 Q1	$325K	Sell	14,292 -6,297	-31%	-$140K	0.01%	982
2023 Q4	$458K	Sell	20,589 -11,613	-36%	-$244K	0.01%	759
2023 Q3	$664K	Buy	32,202 +17,673	+122%	+$380K	0.02%	573
2023 Q2	$312K	Sell	14,529 -1,785	-11%	-$39.5K	0.01%	807
2023 Q1	$361K	Sell	16,314 -12,131	-43%	-$277K	0.01%	714
2022 Q4	$625K	Sell	28,445 -3,810	-12%	-$79.1K	0.03%	468
2022 Q3	$598K	Buy	32,255 +1,697	+6%	+$36K	0.03%	449
2022 Q2	$664K	Buy	30,558 +70	+0.2%	+$1.68K	0.04%	423
2022 Q1	$773K	Buy	30,488 +764	+3%	+$19.5K	0.04%	444
2021 Q4	$747K	Sell	29,724 -603	-2%	-$15.3K	0.04%	472
2021 Q3	$758K	Sell	30,327 -631	-2%	-$16.3K	0.04%	425
2021 Q2	$803K	Sell	30,958 -2,882	-9%	-$76.1K	0.05%	394
2021 Q1	$851K	Sell	33,840 -212	-0.6%	-$5.07K	0.06%	325
2020 Q4	$749K	Sell	34,052 -7,104	-17%	-$144K	0.06%	343
2020 Q3	$734K	Buy	+41,156	New	+$762K	0.06%	307

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

Kestra Private Wealth Services's FGD Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 1.1% in Q2 2026, selling an estimated $7.28K and leaving 20,055 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #1118.

Kestra Private Wealth Services first reported a position in FGD in Q3 2020 and has held it in 24 quarters since. The position peaked at $851K in Q1 2021. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Kestra Private Wealth Services held 20,055 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $642K as of Q2 2026.
Kestra Private Wealth Services sold 219 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $7.28K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1118 holding.
Kestra Private Wealth Services first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2020 and has held it in 24 quarters since.
Kestra Private Wealth Services's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $851K in Q1 2021.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.