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Pineridge Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Pineridge Advisors’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
2025
Q3 		$28.3K Sell
984
-286
-23% -$8.19K 0.01% 142
2025
Q2 		$35K Sell
1,270
-91
-7% -$2.33K 0.01% 124
2025
Q1 		$32.9K Sell
1,361
-288
-17% -$6.73K 0.01% 132
2024
Q4 		$36.7K Sell
1,649
-653
-28% -$15.3K 0.01% 159
2024
Q3 		$56.1K Sell
2,302
-127
-5% -$2.98K 0.02% 130
2024
Q2 		$54.2K Sell
2,429
-439
-15% -$10.1K 0.02% 136
2024
Q1 		$65.3K Sell
2,868
-1,602
-36% -$35.5K 0.02% 115
2023
Q4 		$99.5K Buy
+4,470
New +$94K 0.03% 112

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Pineridge Advisors's FGD Position: Q3 2025 in Review

Pineridge Advisors reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 23% in Q3 2025, selling an estimated $8.19K and leaving 984 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #142.

Pineridge Advisors first reported a position in FGD in Q4 2023 and has held it in 8 quarters since. The position peaked at $99.5K in Q4 2023. 160 funds tracked by Wall St. Rank hold FGD as of Q3 2025.

  • Pineridge Advisors held 984 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $28.3K as of Q3 2025.
  • Pineridge Advisors sold 286 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2025, an estimated $8.19K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #142 holding.
  • Pineridge Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $99.5K in Q4 2023.
  • 160 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.