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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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