Luminist Capital’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Luminist Capital’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 Q1	–	Sell	-297	Closed	-$9K	–	157
2025 Q4	$9K	Hold	297	–	–	0.01%	145
2025 Q3	$8.57K	Hold	297	–	–	0.01%	195
2025 Q2	$8.25K	Hold	297	–	–	0.01%	187
2025 Q1	$7.22K	Hold	297	–	–	0.01%	148
2024 Q4	$6.61K	Buy	+297	New	+$6.96K	0.01%	141

Other funds holding FGD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FMLI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PNC

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

Luminist Capital's FGD Position: Q1 2026 in Review

Luminist Capital sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2026, closing a stake of 297 shares — an estimated $9K sold.

Luminist Capital first reported a position in FGD in Q4 2024 and held it in 5 quarters. The position peaked at $9K in Q4 2025. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

Luminist Capital reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2026 after selling out during the quarter.
Luminist Capital sold 297 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $9K.
Luminist Capital first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2024 and held it in 5 quarters.
Luminist Capital's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $9K in Q4 2025.
191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.