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Slagle Financial’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Slagle Financial’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 		– Sell
-7,705
Closed -$233K – 123
2025
Q4 		$233K Sell
7,705
-754
-9% -$22.3K 0.08% 107
2025
Q3 		$243K Sell
8,459
-702
-8% -$20.1K 0.09% 105
2025
Q2 		$252K Sell
9,161
-1,130
-11% -$28.9K 0.1% 98
2025
Q1 		$249K Sell
10,291
-558
-5% -$13K 0.11% 90
2024
Q4 		$241K Sell
10,849
-284
-3% -$6.66K 0.11% 95
2024
Q3 		$271K Buy
11,133
+8
+0.1% +$187 0.12% 93
2024
Q2 		$248K Buy
11,125
+597
+6% +$13.7K 0.13% 94
2024
Q1 		$240K Sell
10,528
-13,162
-56% -$292K 0.13% 98
2023
Q4 		$264K Buy
23,690
+11,860
+100% +$249K 0.15% 91
2023
Q3 		$244K Sell
11,830
-315
-3% -$6.78K 0.15% 99
2023
Q2 		$260K Buy
+12,145
New +$269K 0.16% 103

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

Slagle Financial's FGD Position: Q1 2026 in Review

Slagle Financial sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2026, closing a stake of 7,705 shares — an estimated $233K sold.

Slagle Financial first reported a position in FGD in Q2 2023 and held it in 11 quarters. The position peaked at $271K in Q3 2024. 192 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

  • Slagle Financial reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2026 after selling out during the quarter.
  • Slagle Financial sold 7,705 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $233K.
  • Slagle Financial first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2023 and held it in 11 quarters.
  • Slagle Financial's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $271K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Slagle Financial's 13F filing for Q1 2026, filed 1 May 2026.