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Retirement Guys Formula’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Retirement Guys Formula’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 		$314K Sell
9,835
-2,259
-19% -$72.5K 0.14% 109
2025
Q4 		$366K Buy
12,094
+183
+2% +$5.41K 0.17% 111
2025
Q3 		$342K Buy
11,911
+133
+1% +$3.81K 0.12% 127
2025
Q2 		$324K Sell
11,778
-575
-5% -$14.7K 0.12% 112
2025
Q1 		$299K Sell
12,353
-257
-2% -$6.01K 0.15% 108
2024
Q4 		$280K Buy
12,610
+145
+1% +$3.4K 0.14% 109
2024
Q3 		$304K Sell
12,465
-638
-5% -$15K 0.14% 102
2024
Q2 		$293K Sell
13,103
-3,884
-23% -$88.9K 0.14% 109
2024
Q1 		$387K Buy
16,987
+297
+2% +$6.58K 0.19% 103
2023
Q4 		$372K Sell
16,690
-654
-4% -$13.8K 0.2% 110
2023
Q3 		$357K Buy
17,344
+423
+2% +$9.1K 0.25% 104
2023
Q2 		$363K Sell
16,921
-685
-4% -$15.2K 0.21% 110
2023
Q1 		$389K Buy
17,606
+250
+1% +$5.71K 0.28% 103
2022
Q4 		$381K Sell
17,356
-2,084
-11% -$43.3K 0.31% 102
2022
Q3 		$360K Sell
19,440
-903
-4% -$19.2K 0.38% 81
2022
Q2 		$442K Sell
20,343
-4,526
-18% -$109K 0.45% 59
2022
Q1 		$630K Sell
24,869
-4,138
-14% -$106K 0.42% 34
2021
Q4 		$729K Buy
+29,007
New +$735K 0.58% 33

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 $1.72B AUM 29.29% 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

Retirement Guys Formula's FGD Position: Q1 2026 in Review

Retirement Guys Formula reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 19% in Q1 2026, selling an estimated $72.5K and leaving 9,835 shares worth $314K. The position accounts for 0.14% of the portfolio, ranked #109.

Retirement Guys Formula first reported a position in FGD in Q4 2021 and has held it in 18 quarters since. The position peaked at $729K in Q4 2021. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

  • Retirement Guys Formula held 9,835 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $314K as of Q1 2026.
  • Retirement Guys Formula sold 2,259 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $72.5K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.14% of Retirement Guys Formula's portfolio in Q1 2026, its #109 holding.
  • Retirement Guys Formula first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2021 and has held it in 18 quarters since.
  • Retirement Guys Formula's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $729K in Q4 2021.
  • 191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.