Q1WB
FGD icon

Quest 10 Wealth Builders’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Quest 10 Wealth Builders’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 		$408K Sell
12,782
-4,289
-25% -$138K 0.36% 66
2025
Q4 		$517K Sell
17,071
-990
-5% -$29.3K 0.46% 56
2025
Q3 		$519K Sell
18,061
-2,768
-13% -$79.3K 0.48% 54
2025
Q2 		$574K Sell
20,829
-2,464
-11% -$63.1K 0.56% 50
2025
Q1 		$564K Buy
23,293
+324
+1% +$7.57K 0.6% 46
2024
Q4 		$511K Buy
+22,969
New +$538K 0.51% 52

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

Quest 10 Wealth Builders's FGD Position: Q1 2026 in Review

Quest 10 Wealth Builders reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 25% in Q1 2026, selling an estimated $138K and leaving 12,782 shares worth $408K. The position accounts for 0.36% of the portfolio, ranked #66.

Quest 10 Wealth Builders first reported a position in FGD in Q4 2024 and has held it in 6 quarters since. The position peaked at $574K in Q2 2025. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

  • Quest 10 Wealth Builders held 12,782 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $408K as of Q1 2026.
  • Quest 10 Wealth Builders sold 4,289 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $138K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.36% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #66 holding.
  • Quest 10 Wealth Builders first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2024 and has held it in 6 quarters since.
  • Quest 10 Wealth Builders's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $574K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.