Lloyd Advisory Services’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Lloyd Advisory 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	$150K	Sell	4,688 -2,100	-31%	-$69.8K	0.06%	144
2026 Q1	$217K	Buy	6,788 +5,821	+602%	+$187K	0.06%	144
2025 Q4	$29.3K	Buy	+967	New	+$28.6K	0.01%	287
2022 Q2	–	Sell	-989	Closed	-$25K	–	228
2022 Q1	$25K	Sell	989 -83	-8%	-$2.12K	0.01%	314
2021 Q4	$27K	Buy	1,072 +11	+1%	+$279	0.01%	267
2021 Q3	$27K	Buy	1,061 +8	+0.8%	+$206	0.01%	223
2021 Q2	$27K	Sell	1,053 -168	-14%	-$4.44K	0.01%	220
2021 Q1	$31K	Sell	1,221 -357	-23%	-$8.54K	0.02%	183
2020 Q4	$35K	Sell	1,578 -1,318	-46%	-$26.8K	0.02%	140
2020 Q3	$52K	Buy	2,896 +26	+0.9%	+$481	0.03%	97
2020 Q2	$52K	Sell	2,870 -83	-3%	-$1.43K	0.03%	101
2020 Q1	$47K	Sell	2,953 -129,806	-98%	-$2.86M	0.03%	89
2019 Q4	$3.31M	Buy	+132,759	New	+$3.19M	3.01%	11

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

Lloyd Advisory Services's FGD Position: Q2 2026 in Review

Lloyd Advisory Services reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 31% in Q2 2026, selling an estimated $69.8K and leaving 4,688 shares worth $150K. The position accounts for 0.06% of the portfolio, ranked #144.

Lloyd Advisory Services first reported a position in FGD in Q4 2019 and has held it in 13 quarters since. The position peaked at $3.31M in Q4 2019. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Lloyd Advisory Services held 4,688 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $150K as of Q2 2026.
Lloyd Advisory Services sold 2,100 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $69.8K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.06% of Lloyd Advisory Services's portfolio in Q2 2026, its #144 holding.
Lloyd Advisory Services first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2019 and has held it in 13 quarters since.
Lloyd Advisory Services's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $3.31M in Q4 2019.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.