Raleigh Capital Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Raleigh Capital Management’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	$142K	Buy	4,437 +490	+12%	+$16.3K	0.05%	222
2026 Q1	$126K	Buy	3,947 +915	+30%	+$29.4K	0.04%	230
2025 Q4	$91.8K	Buy	3,032 +2,657	+709%	+$78.6K	0.03%	243
2025 Q3	$10.8K	Buy	+375	New	+$10.7K	﹤0.01%	362
2023 Q1	–	Sell	-35	Closed	-$771	–	863
2022 Q4	$771	Sell	35 -2,014	-98%	-$41.8K	﹤0.01%	722
2022 Q3	$38K	Buy	2,049 +161	+9%	+$3.42K	0.02%	249
2022 Q2	$41K	Buy	1,888 +104	+6%	+$2.5K	0.02%	258
2022 Q1	$45K	Buy	+1,784	New	+$45.6K	0.02%	255

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

Raleigh Capital Management's FGD Position: Q2 2026 in Review

Raleigh Capital Management increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 12% in Q2 2026, buying an estimated $16.3K and bringing the position to 4,437 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #222.

Raleigh Capital Management first reported a position in FGD in Q1 2022 and has held it in 8 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Raleigh Capital Management held 4,437 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $142K as of Q2 2026.
Raleigh Capital Management bought 490 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $16.3K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.05% of Raleigh Capital Management's portfolio in Q2 2026, its #222 holding.
Raleigh Capital Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2022 and has held it in 8 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 Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.