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

Lion Street 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
2025 Q3	$331K	Buy	+12,954	New	+$371K	0.11%	154
2023 Q3	–	Sell	-12,954	Closed	-$331K	–	267
2023 Q2	$331K	Buy	+12,954	New	+$287K	0.11%	160

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FMLI

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

PNC

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

Lion Street Advisors's FGD Position: Q3 2025 in Review

Lion Street Advisors opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2025: 12,954 shares worth $331K. The stake represents 0.11% of the portfolio and ranks #154 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in FGD as recently as Q2 2023.

Lion Street Advisors first reported a position in FGD in Q2 2023 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold FGD as of Q3 2025.

Lion Street Advisors held 12,954 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $331K as of Q3 2025.
First Trust Dow Jones Global Select Dividend Index Fund was a new Lion Street Advisors position in Q3 2025.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.11% of Lion Street Advisors's portfolio in Q3 2025, its #154 holding.
Lion Street Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2023 and has held it in 2 quarters since.
160 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.