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 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

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

RiverTree Advisors's FGD Position: Q2 2026 in Review

RiverTree Advisors opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026: 46,250 shares worth $1.48M. The stake represents 0.87% of the portfolio and ranks #32 among its holdings. This is a return to the name: RiverTree Advisors previously reported a position in FGD as recently as Q2 2025.

RiverTree Advisors first reported a position in FGD in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.5M in Q2 2025. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

RiverTree Advisors held 46,250 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.48M as of Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund was a new RiverTree Advisors position in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.87% of RiverTree Advisors's portfolio in Q2 2026, its #32 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 2 quarters since.
RiverTree Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.5M in Q2 2025.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on RiverTree Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.