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Principal Securities’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Principal Securities’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 		$215K Buy
+6,722
New +$216K ﹤0.01% 1359
2025
Q4 		– Sell
-1,849
Closed -$53.2K – 2081
2025
Q3 		$53.2K Sell
1,849
-837
-31% -$24K ﹤0.01% 1920
2025
Q2 		$74K Sell
2,686
-244
-8% -$6.25K ﹤0.01% 1669
2025
Q1 		$65.2K Hold
2,930
– – ﹤0.01% 1632
2024
Q4 		$65.2K Sell
2,930
-67
-2% -$1.57K ﹤0.01% 1630
2024
Q3 		$73K Sell
2,997
-335
-10% -$7.85K ﹤0.01% 1533
2024
Q2 		$74.4K Sell
3,332
-163
-5% -$3.73K ﹤0.01% 1436
2024
Q1 		$79.6K Sell
3,495
-6,318
-64% -$140K ﹤0.01% 1370
2023
Q4 		$218K Buy
+9,813
New +$206K 0.01% 909

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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