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 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 $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

Root Financial Partners's FGD Position: Q2 2026 in Review

Root Financial Partners sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026, closing a stake of 4,449 shares — an estimated $142K sold.

Root Financial Partners first reported a position in FGD in Q1 2023 and held it in 4 quarters. The position peaked at $202K in Q1 2023. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Root Financial Partners reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 4,449 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $142K.
Root Financial Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2023 and held it in 4 quarters.
Root Financial Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $202K in Q1 2023.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.