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

Mariner’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	$726K	Buy	22,745 +915	+4%	+$29.4K	﹤0.01%	2204
2025 Q4	$661K	Buy	21,830 +2,891	+15%	+$85.5K	﹤0.01%	2253
2025 Q3	$544K	Buy	18,939 +5,561	+42%	+$159K	﹤0.01%	2361
2025 Q2	$368K	Sell	13,378 -588	-4%	-$15.1K	﹤0.01%	2561
2025 Q1	$338K	Hold	13,966	–	–	﹤0.01%	2515
2024 Q4	$311K	Buy	13,966 +4,415	+46%	+$103K	﹤0.01%	2593
2024 Q3	$233K	Buy	+9,551	New	+$224K	﹤0.01%	2800
2023 Q1	–	Sell	-11,104	Closed	-$244K	–	2822
2022 Q4	$244K	Hold	11,104	–	–	﹤0.01%	2198
2022 Q3	$206K	Hold	11,104	–	–	﹤0.01%	2040
2022 Q2	$241K	Hold	11,104	–	–	﹤0.01%	1333
2022 Q1	$281K	Sell	11,104 -6,196	-36%	-$158K	﹤0.01%	1299
2021 Q4	$435K	Buy	+17,300	New	+$439K	﹤0.01%	1029

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 $1.53B AUM 29.94% 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

Mariner's FGD Position: Q1 2026 in Review

Mariner increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 4.2% in Q1 2026, buying an estimated $29.4K and bringing the position to 22,745 shares worth $726K. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

Mariner first reported a position in FGD in Q4 2021 and has held it in 12 quarters since. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

Mariner held 22,745 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $726K as of Q1 2026.
Mariner bought 915 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $29.4K.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2204 holding.
Mariner first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2021 and has held it in 12 quarters since.
191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.