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

Novem Group’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	$306K	Sell	9,581 -93	-1%	-$3.09K	0.03%	352
2026 Q1	$309K	Buy	9,674 +794	+9%	+$25.5K	0.04%	346
2025 Q4	$269K	Buy	8,880 +1,492	+20%	+$44.1K	0.03%	359
2025 Q3	$212K	Sell	7,388 -112	-1%	-$3.21K	0.02%	389
2025 Q2	$207K	Buy	+7,500	New	+$192K	0.03%	378

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

Novem Group's FGD Position: Q2 2026 in Review

Novem Group reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.96% in Q2 2026, selling an estimated $3.09K and leaving 9,581 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #352.

Novem Group first reported a position in FGD in Q2 2025 and has held it in 5 quarters since. The position peaked at $309K in Q1 2026. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Novem Group held 9,581 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $306K as of Q2 2026.
Novem Group sold 93 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $3.09K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.03% of Novem Group's portfolio in Q2 2026, its #352 holding.
Novem Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2025 and has held it in 5 quarters since.
Novem Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $309K 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 Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.