Proactive Wealth Strategies
FGD icon

Proactive Wealth Strategies’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Proactive Wealth Strategies’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
Q3 		$530K Buy
15,986
+10
+0.1% +$345 0.08% 144
2026
Q2 		$511K Sell
15,976
-5,994
-27% -$199K 0.08% 147
2026
Q1 		$701K Buy
21,970
+10,986
+100% +$352K 0.13% 118
2025
Q4 		$332K Buy
10,984
+30
+0.3% +$887 0.13% 119
2025
Q3 		$315K Buy
10,954
+3
+0% +$86 0.14% 115
2025
Q2 		$302K Buy
10,951
+4
+0% +$102 0.14% 110
2025
Q1 		$265K Buy
10,947
+1
+0% +$23 0.14% 113
2024
Q4 		$243K Buy
10,946
+3
+0% +$70 0.13% 118
2024
Q3 		$266K Buy
+10,943
New +$256K 0.15% 105

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Proactive Wealth Strategies's FGD Position: Q3 2026 in Review

Proactive Wealth Strategies increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.06% in Q3 2026, buying an estimated $345 and bringing the position to 15,986 shares worth $530K. The position accounts for 0.08% of the portfolio, ranked #144.

Proactive Wealth Strategies first reported a position in FGD in Q3 2024 and has held it in 9 quarters since. The position peaked at $701K in Q1 2026. 193 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

  • Proactive Wealth Strategies held 15,986 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $530K as of Q3 2026.
  • Proactive Wealth Strategies bought 10 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2026, an estimated $345.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.08% of Proactive Wealth Strategies's portfolio in Q3 2026, its #144 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2024 and has held it in 9 quarters since.
  • Proactive Wealth Strategies's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $701K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.