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

MAI Capital 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	–	Sell	-371	Closed	-$11.8K	–	2979
2026 Q1	$11.8K	Hold	371	–	–	﹤0.01%	3081
2025 Q4	$11.2K	Hold	371	–	–	﹤0.01%	2801
2025 Q3	$10.7K	Hold	371	–	–	﹤0.01%	2719
2025 Q2	$10.2K	Hold	371	–	–	﹤0.01%	2716
2025 Q1	$8.98K	Hold	371	–	–	﹤0.01%	2522
2024 Q4	$8.25K	Buy	+371	New	+$8.7K	﹤0.01%	2601

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

MAI Capital Management's FGD Position: Q2 2026 in Review

MAI Capital Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026, closing a stake of 371 shares — an estimated $11.8K sold.

MAI Capital Management first reported a position in FGD in Q4 2024 and held it in 6 quarters. The position peaked at $11.8K in Q1 2026. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

MAI Capital Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 371 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $11.8K.
MAI Capital Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2024 and held it in 6 quarters.
MAI Capital Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $11.8K 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 MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.