Rockport Wealth’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Rockport Wealth’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	$552K	Sell	17,249 -45	-0.3%	-$1.5K	0.09%	58
2026 Q1	$552K	Sell	17,294 -1,649	-9%	-$52.9K	0.1%	58
2025 Q4	$573K	Buy	18,943 +1,471	+8%	+$43.5K	0.11%	55
2025 Q3	$502K	Sell	17,472 -292	-2%	-$8.37K	0.1%	57
2025 Q2	$489K	Sell	17,764 -3,890	-18%	-$99.6K	0.11%	51
2025 Q1	$524K	Buy	21,654 +2,686	+14%	+$62.8K	0.18%	37
2024 Q4	$457K	Hold	18,968	–	–	0.2%	42
2024 Q3	$462K	Hold	18,968	–	–	0.12%	45
2024 Q2	$424K	Hold	18,968	–	–	0.18%	43
2024 Q1	$429K	Buy	+18,968	New	+$420K	0.29%	41

Other funds holding FGD

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

CFS

Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

Rockport Wealth's FGD Position: Q2 2026 in Review

Rockport Wealth reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.26% in Q2 2026, selling an estimated $1.5K and leaving 17,249 shares worth $552K. The position accounts for 0.09% of the portfolio, ranked #58.

Rockport Wealth first reported a position in FGD in Q1 2024 and has held it in 10 quarters since. The position peaked at $573K in Q4 2025. 93 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Rockport Wealth held 17,249 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $552K as of Q2 2026.
Rockport Wealth sold 45 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $1.5K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.09% of Rockport Wealth's portfolio in Q2 2026, its #58 holding.
Rockport Wealth first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2024 and has held it in 10 quarters since.
Rockport Wealth's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $573K in Q4 2025.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.