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 Q2	$9.51K	Buy	+297	New	+$9.87K	0.01%	214
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 $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 $3.57B AUM 22.83% 1-Year Est. Return

Luminist Capital's FGD Position: Q2 2026 in Review

Luminist Capital opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026: 297 shares worth $9.51K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings. This is a return to the name: Luminist Capital previously reported a position in FGD as recently as Q4 2025.

Luminist Capital first reported a position in FGD in Q4 2024 and has held it in 6 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Luminist Capital held 297 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $9.51K as of Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund was a new Luminist Capital position in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Luminist Capital's portfolio in Q2 2026, its #214 holding.
Luminist Capital first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2024 and has held it in 6 quarters since.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.