Raymond James Financial
FGD icon

Raymond James Financial’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Raymond James Financial’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 		$39.3M Buy
1,227,175
+161,111
+15% +$5.35M 0.01% 1069
2026
Q1 		$34M Sell
1,066,064
-369,873
-26% -$11.9M 0.01% 1110
2025
Q4 		$43.5M Buy
1,435,937
+464,855
+48% +$13.7M 0.01% 903
2025
Q3 		$27.9M Sell
971,082
-191,952
-17% -$5.5M 0.01% 1179
2025
Q2 		$32M Buy
1,163,034
+942,903
+428% +$24.1M 0.01% 1046
2025
Q1 		$5.33M Sell
220,131
-2,484
-1% -$58K ﹤0.01% 2286
2024
Q4 		$4.95M Buy
+222,615
New +$5.22M ﹤0.01% 2341

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial's FGD Position: Q2 2026 in Review

Raymond James Financial increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 15% in Q2 2026, buying an estimated $5.35M and bringing the position to 1,227,175 shares worth $39.3M. The position accounts for 0.01% of the portfolio, ranked #1069.

Raymond James Financial first reported a position in FGD in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.5M in Q4 2025. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

  • Raymond James Financial held 1,227,175 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $39.3M as of Q2 2026.
  • Raymond James Financial bought 161,111 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $5.35M.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1069 holding.
  • Raymond James Financial first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $43.5M in Q4 2025.
  • 208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.