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 Q2	$431K	Sell	13,478 -9,267	-41%	-$308K	﹤0.01%	2558
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 $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

Mariner's FGD Position: Q2 2026 in Review

Mariner reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 41% in Q2 2026, selling an estimated $308K and leaving 13,478 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

Mariner first reported a position in FGD in Q4 2021 and has held it in 13 quarters since. The position peaked at $726K in Q1 2026. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Mariner held 13,478 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $431K as of Q2 2026.
Mariner sold 9,267 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $308K.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2558 holding.
Mariner first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2021 and has held it in 13 quarters since.
Mariner's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $726K 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 Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.