Root Financial Partners’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Root Financial Partners’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	$139K	Buy	+4,190	New	+$145K	﹤0.01%	583
2026 Q2	–	Sell	-4,449	Closed	-$142K	–	1363
2026 Q1	$142K	Hold	4,449	–	–	0.01%	431
2025 Q4	$135K	Sell	4,449 -193	-4%	-$5.71K	0.01%	373
2025 Q3	$133K	Buy	+4,642	New	+$133K	0.01%	356
2023 Q2	–	Sell	-9,142	Closed	-$202K	–	65
2023 Q1	$202K	Buy	+9,142	New	+$209K	0.14%	62

Other funds holding FGD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Stonebridge Financial Planning Group Orlando, Florida $318M AUM 15.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return

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

ForthRight Wealth Management Alpharetta, Georgia $421M AUM 11.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Root Financial Partners's FGD Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2026: 4,190 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FGD as recently as Q1 2026.

Root Financial Partners first reported a position in FGD in Q1 2023 and has held it in 5 quarters since. The position peaked at $202K in Q1 2023. 116 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

Root Financial Partners held 4,190 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $139K as of Q3 2026.
First Trust Dow Jones Global Select Dividend Index Fund was a new Root Financial Partners position in Q3 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #583 holding.
Root Financial Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2023 and has held it in 5 quarters since.
Root Financial Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $202K in Q1 2023.
116 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.