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

&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 Q1	$1.74M	Buy	54,453 +12,741	+31%	+$409K	0.01%	978
2025 Q4	$1.26M	Buy	41,712 +3,636	+10%	+$108K	0.01%	1101
2025 Q3	$1.09M	Buy	38,076 +9,366	+33%	+$268K	0.01%	1044
2025 Q2	$791K	Buy	+28,710	New	+$735K	0.01%	1102

Other funds holding FGD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

&Partners's FGD Position: Q1 2026 in Review

&Partners increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 31% in Q1 2026, buying an estimated $409K and bringing the position to 54,453 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #978.

&Partners first reported a position in FGD in Q2 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

&Partners held 54,453 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.74M as of Q1 2026.
&Partners bought 12,741 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $409K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of &Partners's portfolio in Q1 2026, its #978 holding.
&Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2025 and has held it in 4 quarters since.
191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.