Sigma Planning Corp’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Sigma Planning Corp’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	$1.52M	Buy	47,496 +2,493	+6%	+$82.9K	0.04%	450
2026 Q1	$1.44M	Sell	45,003 -1,462	-3%	-$46.9K	0.04%	436
2025 Q4	$1.41M	Buy	46,465 +17,773	+62%	+$526K	0.04%	416
2025 Q3	$825K	Sell	28,692 -20,255	-41%	-$580K	0.02%	604
2025 Q2	$1.35M	Sell	48,947 -917	-2%	-$23.5K	0.04%	411
2025 Q1	$1.21M	Buy	49,864 +9,604	+24%	+$224K	0.04%	426
2024 Q4	$895K	Sell	40,260 -225	-0.6%	-$5.27K	0.03%	528
2024 Q3	$986K	Sell	40,485 -200	-0.5%	-$4.69K	0.03%	501
2024 Q2	$909K	Sell	40,685 -2,204	-5%	-$50.5K	0.03%	509
2024 Q1	$977K	Buy	42,889 +16,553	+63%	+$367K	0.03%	513
2023 Q4	$586K	Sell	26,336 -17,873	-40%	-$376K	0.05%	410
2023 Q3	$911K	Buy	44,209 +465	+1%	+$10K	0.03%	490
2023 Q2	$938K	Sell	43,744 -6,581	-13%	-$146K	0.03%	477
2023 Q1	$1.11M	Sell	50,325 -12,394	-20%	-$283K	0.04%	464
2022 Q4	$1.38M	Sell	62,719 -8,692	-12%	-$180K	0.05%	379
2022 Q3	$1.32M	Sell	71,411 -10,129	-12%	-$215K	0.05%	359
2022 Q2	$1.77M	Buy	81,540 +447	+0.6%	+$10.7K	0.06%	302
2022 Q1	$2.06M	Sell	81,093 -1,058	-1%	-$27K	0.06%	302
2021 Q4	$2.06M	Buy	82,151 +2,379	+3%	+$60.3K	0.06%	319
2021 Q3	$1.99M	Buy	79,772 +8,926	+13%	+$230K	0.06%	329
2021 Q2	$1.84M	Buy	70,846 +21,739	+44%	+$574K	0.05%	357
2021 Q1	$1.24M	Buy	+49,107	New	+$1.17M	0.04%	434
2015 Q4	–	Sell	-41,412	Closed	-$894K	–	709
2015 Q3	$894K	Buy	41,412 +3,401	+9%	+$79.2K	0.14%	176
2015 Q2	$933K	Buy	38,011 +3,487	+10%	+$90.7K	0.13%	194
2015 Q1	$872K	Buy	34,524 +536	+2%	+$13.8K	0.12%	218
2014 Q4	$862K	Buy	+33,988	New	+$891K	0.11%	213

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

Sigma Planning Corp's FGD Position: Q2 2026 in Review

Sigma Planning Corp increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 5.5% in Q2 2026, buying an estimated $82.9K and bringing the position to 47,496 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #450.

Sigma Planning Corp first reported a position in FGD in Q4 2014 and has held it in 26 quarters since. The position peaked at $2.06M in Q4 2021. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Sigma Planning Corp held 47,496 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.52M as of Q2 2026.
Sigma Planning Corp bought 2,493 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $82.9K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #450 holding.
Sigma Planning Corp first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2014 and has held it in 26 quarters since.
Sigma Planning Corp's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $2.06M in Q4 2021.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.