Mission Creek Capital Partners’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Mission Creek Capital Partners’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	$1.4M	Sell	43,676 -4,511	-9%	-$150K	0.25%	88
2026 Q1	$1.54M	Sell	48,187 -8,369	-15%	-$268K	0.31%	81
2025 Q4	$1.71M	Sell	56,556 -1,840	-3%	-$54.4K	0.35%	77
2025 Q3	$1.68M	Sell	58,396 -1,071	-2%	-$30.7K	0.33%	76
2025 Q2	$1.64M	Buy	59,467 +529	+0.9%	+$13.5K	0.36%	68
2025 Q1	$1.43M	Sell	58,938 -1,754	-3%	-$41K	0.35%	81
2024 Q4	$1.35M	Buy	60,692 +676	+1%	+$15.8K	0.29%	92
2024 Q3	$1.46M	Sell	60,016 -71	-0.1%	-$1.66K	0.34%	88
2024 Q2	$1.34M	Sell	60,087 -140	-0.2%	-$3.21K	0.34%	89
2024 Q1	$1.37M	Sell	60,227 -733	-1%	-$16.2K	0.36%	83
2023 Q4	$1.36M	Sell	60,960 -2,655	-4%	-$55.8K	0.35%	85
2023 Q3	$1.31M	Buy	63,615 +684	+1%	+$14.7K	0.44%	75
2023 Q2	$1.35M	Sell	62,931 -897	-1%	-$19.9K	0.44%	79
2023 Q1	$1.41M	Buy	63,828 +2,684	+4%	+$61.3K	0.48%	77
2022 Q4	$1.34M	Buy	61,144 +1,093	+2%	+$22.7K	0.48%	74
2022 Q3	$1.11M	Sell	60,051 -740	-1%	-$15.7K	0.42%	84
2022 Q2	$1.32M	Buy	60,791 +5,537	+10%	+$133K	0.44%	84
2022 Q1	$1.4M	Buy	55,254 +2,260	+4%	+$57.8K	0.37%	93
2021 Q4	$1.33M	Buy	52,994 +530	+1%	+$13.4K	0.26%	106
2021 Q3	$1.31M	Buy	52,464 +260	+0.5%	+$6.7K	0.24%	103
2021 Q2	$1.35M	Buy	52,204 +10,757	+26%	+$284K	0.22%	93
2021 Q1	$1.04M	Buy	41,447 +2,832	+7%	+$67.8K	0.16%	103
2020 Q4	$846K	Buy	38,615 +2,015	+6%	+$40.9K	0.26%	103
2020 Q3	$653K	Buy	36,600 +633	+2%	+$11.7K	0.26%	106
2020 Q2	$647K	Buy	35,967 +4,090	+13%	+$70.6K	0.34%	78
2020 Q1	$507K	Buy	31,877 +4,396	+16%	+$97K	0.27%	86
2019 Q4	$686K	Buy	+27,481	New	+$660K	0.31%	87

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

Mission Creek Capital Partners's FGD Position: Q2 2026 in Review

Mission Creek Capital Partners reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 9.4% in Q2 2026, selling an estimated $150K and leaving 43,676 shares worth $1.4M. The position accounts for 0.25% of the portfolio, ranked #88.

Mission Creek Capital Partners first reported a position in FGD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.71M in Q4 2025. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Mission Creek Capital Partners held 43,676 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.4M as of Q2 2026.
Mission Creek Capital Partners sold 4,511 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $150K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.25% of Mission Creek Capital Partners's portfolio in Q2 2026, its #88 holding.
Mission Creek Capital Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2019 and has held it in 27 quarters since.
Mission Creek Capital Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.71M in Q4 2025.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Mission Creek Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.