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

LifeWealth 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	$559K	Sell	17,487 -691	-4%	-$23K	0.15%	75
2026 Q1	$580K	Sell	18,178 -6,985	-28%	-$224K	0.17%	74
2025 Q4	$762K	Sell	25,163 -1,393	-5%	-$41.2K	0.24%	68
2025 Q3	$763K	Sell	26,556 -1,085	-4%	-$31.1K	0.25%	68
2025 Q2	$761K	Buy	27,641 +2,890	+12%	+$74K	0.28%	68
2025 Q1	$599K	Buy	24,751 +9,098	+58%	+$213K	0.29%	70
2024 Q4	$348K	Buy	+15,653	New	+$367K	0.23%	95

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 $3.69B AUM 18.32% 1-Year Est. Return

LifeWealth Investments's FGD Position: Q2 2026 in Review

LifeWealth Investments reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 3.8% in Q2 2026, selling an estimated $23K and leaving 17,487 shares worth $559K. The position accounts for 0.15% of the portfolio, ranked #75.

LifeWealth Investments first reported a position in FGD in Q4 2024 and has held it in 7 quarters since. The position peaked at $763K in Q3 2025. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

LifeWealth Investments held 17,487 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $559K as of Q2 2026.
LifeWealth Investments sold 691 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $23K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.15% of LifeWealth Investments's portfolio in Q2 2026, its #75 holding.
LifeWealth Investments first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $763K in Q3 2025.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.