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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Proactive Wealth Strategies's FGD Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 27% in Q2 2026, selling an estimated $199K and leaving 15,976 shares worth $511K. The position accounts for 0.08% of the portfolio, ranked #147.

Proactive Wealth Strategies first reported a position in FGD in Q3 2024 and has held it in 8 quarters since. The position peaked at $701K in Q1 2026. 139 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Proactive Wealth Strategies held 15,976 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $511K as of Q2 2026.
Proactive Wealth Strategies sold 5,994 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $199K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.08% of Proactive Wealth Strategies's portfolio in Q2 2026, its #147 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 8 quarters since.
Proactive Wealth Strategies's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $701K in Q1 2026.
139 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.