Rothschild Investment LLC’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Rothschild Investment LLC’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	$47.7K	Hold	1,491	–	–	﹤0.01%	1262
2026 Q1	$47.6K	Hold	1,491	–	–	﹤0.01%	1133
2025 Q4	$45.1K	Hold	1,491	–	–	﹤0.01%	1059
2025 Q3	$42.9K	Hold	1,491	–	–	﹤0.01%	1033
2025 Q2	$41.1K	Hold	1,491	–	–	﹤0.01%	828
2025 Q1	$36.1K	Hold	1,491	–	–	﹤0.01%	859
2024 Q4	$33.2K	Hold	1,491	–	–	﹤0.01%	880
2024 Q3	$36.3K	Hold	1,491	–	–	﹤0.01%	858
2024 Q2	$33.3K	Hold	1,491	–	–	﹤0.01%	856
2024 Q1	$34K	Hold	1,491	–	–	﹤0.01%	811
2023 Q4	$33.2K	Buy	+1,491	New	+$31.4K	﹤0.01%	746

Other funds holding FGD

LPL Financial San Diego, California $445B AUM 25.58% 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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rothschild Investment LLC's FGD Position: Q2 2026 in Review

Rothschild Investment LLC held its First Trust Dow Jones Global Select Dividend Index Fund (FGD) position steady in Q2 2026 at 1,491 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Rothschild Investment LLC first reported a position in FGD in Q4 2023 and has held it in 11 quarters since. 181 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Rothschild Investment LLC held 1,491 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $47.7K as of Q2 2026.
Rothschild Investment LLC left its First Trust Dow Jones Global Select Dividend Index Fund share count unchanged in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1262 holding.
Rothschild Investment LLC first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2023 and has held it in 11 quarters since.
181 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.