Moors & Cabot
FGD icon

Moors & Cabot’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Moors & Cabot’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
Q3 		$2.5M Buy
75,304
+11,989
+19% +$414K 0.09% 198
2026
Q2 		$2.03M Buy
63,315
+6,216
+11% +$207K 0.08% 229
2026
Q1 		$1.82M Buy
57,099
+23,217
+69% +$745K 0.08% 227
2025
Q4 		$1.03M Buy
33,882
+1,133
+3% +$33.5K 0.04% 347
2025
Q3 		$942K Buy
32,749
+5,338
+19% +$153K 0.04% 371
2025
Q2 		$755K Buy
+27,411
New +$702K 0.04% 405
2019
Q3 		– Sell
-17,555
Closed -$405K – 680
2019
Q2 		$405K Sell
17,555
-145
-0.8% -$3.4K 0.05% 340
2019
Q1 		$413K Hold
17,700
– – 0.06% 313
2018
Q4 		$388K Sell
17,700
-1,000
-5% -$23.5K 0.06% 303
2018
Q3 		$469K Sell
18,700
-2,522
-12% -$63.5K 0.06% 321
2018
Q2 		$524K Sell
21,222
-2,489
-10% -$64.4K 0.07% 297
2018
Q1 		$607K Sell
23,711
-1,566
-6% -$41.5K 0.08% 281
2017
Q4 		$664K Sell
25,277
-4,235
-14% -$110K 0.09% 260
2017
Q3 		$765K Buy
+29,512
New +$751K 0.11% 219
2014
Q3 		– Sell
-16,826
Closed -$490K – 543
2014
Q2 		$490K Buy
+16,826
New +$485K 0.08% 274

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Stonebridge Financial Planning Group
Stonebridge Financial Planning Group Orlando, Florida $318M AUM 15.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
IMG Wealth Management
IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
ForthRight Wealth Management
ForthRight Wealth Management Alpharetta, Georgia $421M AUM 11.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Moors & Cabot's FGD Position: Q3 2026 in Review

Moors & Cabot increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 19% in Q3 2026, buying an estimated $414K and bringing the position to 75,304 shares worth $2.5M. The position accounts for 0.09% of the portfolio, ranked #198.

Moors & Cabot first reported a position in FGD in Q2 2014 and has held it in 15 quarters since. 112 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

  • Moors & Cabot held 75,304 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $2.5M as of Q3 2026.
  • Moors & Cabot bought 11,989 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2026, an estimated $414K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.09% of Moors & Cabot's portfolio in Q3 2026, its #198 holding.
  • Moors & Cabot first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2014 and has held it in 15 quarters since.
  • 112 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.