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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
Q2 		$1.54M Sell
48,206
-48
-0.1% -$1.59K 0.03% 392
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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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 $3.69B AUM 18.32% 1-Year Est. Return

Savvy Advisors Inc's FGD Position: Q2 2026 in Review

Savvy Advisors Inc reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.1% in Q2 2026, selling an estimated $1.59K and leaving 48,206 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #392.

Savvy Advisors Inc first reported a position in FGD in Q4 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

  • Savvy Advisors Inc held 48,206 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.54M as of Q2 2026.
  • Savvy Advisors Inc sold 48 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $1.59K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #392 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 3 quarters since.
  • 208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.