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Savvy Advisors Inc’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Savvy Advisors Inc’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
Q1 		$1.54M Buy
48,254
+6,085
+14% +$195K 0.04% 327
2025
Q4 		$1.28M Buy
+42,169
New +$1.25M 0.04% 324

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Savvy Advisors Inc's FGD Position: Q1 2026 in Review

Savvy Advisors Inc increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 14% in Q1 2026, buying an estimated $195K and bringing the position to 48,254 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #327.

Savvy Advisors Inc first reported a position in FGD in Q4 2025 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

  • Savvy Advisors Inc held 48,254 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.54M as of Q1 2026.
  • Savvy Advisors Inc bought 6,085 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $195K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #327 holding.
  • Savvy Advisors Inc first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.