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

SMART 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 Q2	$3.18M	Sell	99,371 -12,754	-11%	-$424K	0.69%	46
2026 Q1	$3.58M	Sell	112,125 -11,786	-10%	-$378K	1.05%	26
2025 Q4	$3.75M	Sell	123,911 -7,250	-6%	-$214K	1.14%	26
2025 Q3	$3.77M	Buy	131,161 +8,044	+7%	+$230K	1.42%	21
2025 Q2	$3.39M	Buy	123,117 +14,004	+13%	+$359K	1.06%	31
2025 Q1	$2.64M	Buy	109,113 +5,051	+5%	+$118K	0.95%	35
2024 Q4	$2.31M	Buy	104,062 +9,617	+10%	+$225K	0.82%	35
2024 Q3	$2.3M	Buy	94,445 +16,789	+22%	+$393K	0.9%	32
2024 Q2	$1.73M	Buy	77,656 +17,641	+29%	+$404K	0.7%	42
2024 Q1	$1.37M	Buy	+60,015	New	+$1.33M	0.62%	39

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

SMART Wealth's FGD Position: Q2 2026 in Review

SMART Wealth reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 11% in Q2 2026, selling an estimated $424K and leaving 99,371 shares worth $3.18M. The position accounts for 0.69% of the portfolio, ranked #46.

SMART Wealth first reported a position in FGD in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.77M in Q3 2025. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

SMART Wealth held 99,371 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $3.18M as of Q2 2026.
SMART Wealth sold 12,754 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $424K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.69% of SMART Wealth's portfolio in Q2 2026, its #46 holding.
SMART Wealth first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2024 and has held it in 10 quarters since.
SMART Wealth's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $3.77M in Q3 2025.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.