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Regatta Research & Money Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Regatta Research & Money Management’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 		$22.4K Buy
+700
New +$23.3K 0.02% 402

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Regatta Research & Money Management's FGD Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026: 700 shares worth $22.4K. The stake represents 0.02% of the portfolio and ranks #402 among its holdings.

167 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

  • Regatta Research & Money Management held 700 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $22.4K as of Q2 2026.
  • First Trust Dow Jones Global Select Dividend Index Fund was a new Regatta Research & Money Management position in Q2 2026.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #402 holding.
  • 167 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.