Kovack Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Kovack 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	$225K	Buy	+7,048	New	+$234K	0.01%	948
2023 Q3	–	Sell	-21,833	Closed	-$468K	–	570
2023 Q2	$468K	Buy	21,833 +72	+0.3%	+$1.59K	0.06%	309
2023 Q1	$481K	Sell	21,761 -417	-2%	-$9.53K	0.07%	302
2022 Q4	$487K	Sell	22,178 -285	-1%	-$5.92K	0.07%	290
2022 Q3	$416K	Buy	22,463 +56	+0.2%	+$1.19K	0.06%	324
2022 Q2	$487K	Buy	22,407 +60	+0.3%	+$1.44K	0.06%	323
2022 Q1	$566K	Buy	22,347 +12	+0.1%	+$307	0.06%	359
2021 Q4	$561K	Buy	22,335 +58	+0.3%	+$1.47K	0.05%	362
2021 Q3	$557K	Buy	22,277 +41	+0.2%	+$1.06K	0.06%	352
2021 Q2	$577K	Buy	22,236 +10,044	+82%	+$265K	0.07%	318
2021 Q1	$307K	Sell	12,192 -213	-2%	-$5.1K	0.04%	447
2020 Q4	$272K	Buy	12,405 +45	+0.4%	+$914	0.04%	440
2020 Q3	$220K	Buy	12,360 +1,441	+13%	+$26.7K	0.04%	398
2020 Q2	$196K	Buy	10,919 +22	+0.2%	+$380	0.04%	413
2020 Q1	$173K	Sell	10,897 -160	-1%	-$3.53K	0.04%	381
2019 Q4	$276K	Buy	+11,057	New	+$265K	0.05%	371
2014 Q3	–	Sell	-7,125	Closed	-$208K	–	132
2014 Q2	$208K	Buy	+7,125	New	+$205K	0.3%	83

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

Kovack Advisors's FGD Position: Q2 2026 in Review

Kovack Advisors opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026: 7,048 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #948 among its holdings. This is a return to the name: Kovack Advisors previously reported a position in FGD as recently as Q2 2023.

Kovack Advisors first reported a position in FGD in Q2 2014 and has held it in 17 quarters since. The position peaked at $577K in Q2 2021. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Kovack Advisors held 7,048 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $225K as of Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund was a new Kovack Advisors position in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #948 holding.
Kovack Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2014 and has held it in 17 quarters since.
Kovack Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $577K in Q2 2021.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.