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

Owen LaRue’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 		$2.99M Sell
93,405
-39,683
-30% -$1.32M 1.04% 29
2026
Q1 		$4.25M Buy
133,088
+6,053
+5% +$194K 1.63% 15
2025
Q4 		$3.85M Buy
127,035
+16,019
+14% +$474K 1.46% 18
2025
Q3 		$3.19M Buy
111,016
+9,316
+9% +$267K 1.26% 21
2025
Q2 		$2.8M Buy
+101,700
New +$2.6M 1.19% 22
2024
Q4 		– Sell
-10,000
Closed -$244K – 97
2024
Q3 		$244K Buy
+10,000
New +$234K 0.13% 85

Other funds holding FGD

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SRPTWM
Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

Owen LaRue's FGD Position: Q2 2026 in Review

Owen LaRue reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 30% in Q2 2026, selling an estimated $1.32M and leaving 93,405 shares worth $2.99M. The position accounts for 1.04% of the portfolio, ranked #29.

Owen LaRue first reported a position in FGD in Q3 2024 and has held it in 6 quarters since. The position peaked at $4.25M in Q1 2026. 52 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

  • Owen LaRue held 93,405 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $2.99M as of Q2 2026.
  • Owen LaRue sold 39,683 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $1.32M.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 1.04% of Owen LaRue's portfolio in Q2 2026, its #29 holding.
  • Owen LaRue first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2024 and has held it in 6 quarters since.
  • Owen LaRue's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $4.25M in Q1 2026.
  • 52 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.