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 Q2	$626K	Buy	19,574 +12,852	+191%	+$427K	0.01%	982
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 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

Principal Securities's FGD Position: Q2 2026 in Review

Principal Securities increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 191% in Q2 2026, buying an estimated $427K and bringing the position to 19,574 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #982.

Principal Securities first reported a position in FGD in Q4 2023 and has held it in 10 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Principal Securities held 19,574 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $626K as of Q2 2026.
Principal Securities bought 12,852 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $427K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Principal Securities's portfolio in Q2 2026, its #982 holding.
Principal Securities first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2023 and has held it in 10 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.