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

Lynx Investment Advisory’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	$3.53M	Sell	110,305 -23,000	-17%	-$764K	1.16%	24
2026 Q1	$4.26M	Sell	133,305 -3,802	-3%	-$122K	2.03%	11
2025 Q4	$4.15M	Sell	137,107 -9,000	-6%	-$266K	2.26%	13
2025 Q3	$4.2M	Sell	146,107 -4,098	-3%	-$117K	2.51%	10
2025 Q2	$4.14M	Sell	150,205 -13,978	-9%	-$358K	2.7%	10
2025 Q1	$3.97M	Sell	164,183 -8,786	-5%	-$205K	2.65%	9
2024 Q4	$3.85M	Buy	172,969 +8,643	+5%	+$203K	2.62%	9
2024 Q3	$4M	Buy	164,326 +1,274	+0.8%	+$29.9K	2.88%	6
2024 Q2	$3.64M	Buy	+163,052	New	+$3.73M	2.7%	6

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

Lynx Investment Advisory's FGD Position: Q2 2026 in Review

Lynx Investment Advisory reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 17% in Q2 2026, selling an estimated $764K and leaving 110,305 shares worth $3.53M. The position accounts for 1.16% of the portfolio, ranked #24.

Lynx Investment Advisory first reported a position in FGD in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.26M in Q1 2026. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Lynx Investment Advisory held 110,305 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $3.53M as of Q2 2026.
Lynx Investment Advisory sold 23,000 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $764K.
First Trust Dow Jones Global Select Dividend Index Fund made up 1.16% of Lynx Investment Advisory's portfolio in Q2 2026, its #24 holding.
Lynx Investment Advisory first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2024 and has held it in 9 quarters since.
Lynx Investment Advisory's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $4.26M in Q1 2026.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.