Simplicity Wealth’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Simplicity Wealth’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	$647K	Buy	20,258 +2,466	+14%	+$79.1K	0.04%	396
2025 Q4	$539K	Sell	17,792 -146	-0.8%	-$4.32K	0.03%	412
2025 Q3	$516K	Sell	17,938 -8,538	-32%	-$245K	0.03%	432
2025 Q2	$729K	Buy	26,476 +9,995	+61%	+$256K	0.03%	389
2025 Q1	$399K	Buy	+16,481	New	+$385K	0.03%	377
2024 Q4	–	Sell	-16,017	Closed	-$390K	–	402
2024 Q3	$390K	Buy	16,017 +4,316	+37%	+$101K	0.04%	343
2024 Q2	$261K	Buy	+11,701	New	+$268K	0.01%	1001
2024 Q1	–	Sell	-9,313	Closed	-$207K	–	1180
2023 Q4	$207K	Buy	+9,313	New	+$196K	0.08%	176
2023 Q2	–	Sell	-9,528	Closed	-$211K	–	80
2023 Q1	$211K	Sell	9,528 -6,493	-41%	-$148K	0.14%	64
2022 Q4	$352K	Buy	+16,021	New	+$333K	0.31%	45

Other funds holding FGD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Simplicity Wealth's FGD Position: Q1 2026 in Review

Simplicity Wealth increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 14% in Q1 2026, buying an estimated $79.1K and bringing the position to 20,258 shares worth $647K. The position accounts for 0.04% of the portfolio, ranked #396.

Simplicity Wealth first reported a position in FGD in Q4 2022 and has held it in 10 quarters since. The position peaked at $729K in Q2 2025. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

Simplicity Wealth held 20,258 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $647K as of Q1 2026.
Simplicity Wealth bought 2,466 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $79.1K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #396 holding.
Simplicity Wealth first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2022 and has held it in 10 quarters since.
Simplicity Wealth's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $729K in Q2 2025.
191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.