Pinnacle Financial Partners (Georgia)’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Pinnacle Financial Partners (Georgia)’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	$444K	Sell	13,892 -332	-2%	-$11K	﹤0.01%	886
2026 Q1	$454K	Sell	14,224 -5,756	-29%	-$185K	﹤0.01%	836
2025 Q4	$605K	Buy	+19,980	New	+$591K	﹤0.01%	741

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

Pinnacle Financial Partners (Georgia)'s FGD Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 2.3% in Q2 2026, selling an estimated $11K and leaving 13,892 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Pinnacle Financial Partners (Georgia) first reported a position in FGD in Q4 2025 and has held it in 3 quarters since. The position peaked at $605K in Q4 2025. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 13,892 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $444K as of Q2 2026.
Pinnacle Financial Partners (Georgia) sold 332 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $11K.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #886 holding.
Pinnacle Financial Partners (Georgia) first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2025 and has held it in 3 quarters since.
Pinnacle Financial Partners (Georgia)'s First Trust Dow Jones Global Select Dividend Index Fund position peaked at $605K in Q4 2025.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.