&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 Q2	$2.4M	Buy	75,140 +20,687	+38%	+$688K	0.01%	928
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 $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

&Partners's FGD Position: Q2 2026 in Review

&Partners increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 38% in Q2 2026, buying an estimated $688K and bringing the position to 75,140 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #928.

&Partners first reported a position in FGD in Q2 2025 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

&Partners held 75,140 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $2.4M as of Q2 2026.
&Partners bought 20,687 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $688K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of &Partners's portfolio in Q2 2026, its #928 holding.
&Partners 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.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.