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

Oxford Wealth 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	$5.41M	Buy	169,056 +38,087	+29%	+$1.27M	2.42%	12
2026 Q1	$4.18M	Buy	+130,969	New	+$4.2M	2.28%	12

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

Oxford Wealth Group's FGD Position: Q2 2026 in Review

Oxford Wealth Group increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 29% in Q2 2026, buying an estimated $1.27M and bringing the position to 169,056 shares worth $5.41M. The position accounts for 2.42% of the portfolio, ranked #12.

Oxford Wealth Group first reported a position in FGD in Q1 2026 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Oxford Wealth Group held 169,056 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $5.41M as of Q2 2026.
Oxford Wealth Group bought 38,087 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $1.27M.
First Trust Dow Jones Global Select Dividend Index Fund made up 2.42% of Oxford Wealth Group's portfolio in Q2 2026, its #12 holding.
Oxford Wealth Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2026 and has held it in 2 quarters since.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.