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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
Q2 		– Sell
-9,835
Closed -$314K – 163
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 $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
Raymond James Financial
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
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

Retirement Guys Formula's FGD Position: Q2 2026 in Review

Retirement Guys Formula sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026, closing a stake of 9,835 shares — an estimated $314K sold.

Retirement Guys Formula first reported a position in FGD in Q4 2021 and held it in 18 quarters. The position peaked at $729K in Q4 2021. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

  • Retirement Guys Formula reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
  • Retirement Guys Formula sold 9,835 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $314K.
  • Retirement Guys Formula first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2021 and held it in 18 quarters.
  • Retirement Guys Formula's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $729K in Q4 2021.
  • 208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.