RiverTree Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

RiverTree Advisors’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 Q3	$1.76M	Buy	53,157 +6,907	+15%	+$238K	1.05%	29
2026 Q2	$1.48M	Buy	+46,250	New	+$1.54M	0.87%	32
2025 Q3	–	Sell	-54,358	Closed	-$1.5M	–	57
2025 Q2	$1.5M	Buy	+54,358	New	+$1.39M	1.01%	30

Other funds holding FGD

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SRPTWM

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $149M AUM 11.64% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $293M AUM

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

RiverTree Advisors's FGD Position: Q3 2026 in Review

RiverTree Advisors increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 15% in Q3 2026, buying an estimated $238K and bringing the position to 53,157 shares worth $1.76M. The position accounts for 1.05% of the portfolio, ranked #29.

RiverTree Advisors first reported a position in FGD in Q2 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

RiverTree Advisors held 53,157 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.76M as of Q3 2026.
RiverTree Advisors bought 6,907 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2026, an estimated $238K.
First Trust Dow Jones Global Select Dividend Index Fund made up 1.05% of RiverTree Advisors's portfolio in Q3 2026, its #29 holding.
RiverTree Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2025 and has held it in 3 quarters since.
29 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.