Smith, Moore & Co’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Smith, Moore & Co’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	$291K	Sell	9,110 -1,659	-15%	-$55.1K	0.02%	471
2026 Q1	$344K	Buy	+10,769	New	+$345K	0.03%	411

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

Smith, Moore & Co's FGD Position: Q2 2026 in Review

Smith, Moore & Co reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 15% in Q2 2026, selling an estimated $55.1K and leaving 9,110 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #471.

Smith, Moore & Co first reported a position in FGD in Q1 2026 and has held it in 2 quarters since. The position peaked at $344K in Q1 2026. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Smith, Moore & Co held 9,110 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $291K as of Q2 2026.
Smith, Moore & Co sold 1,659 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $55.1K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #471 holding.
Smith, Moore & Co first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2026 and has held it in 2 quarters since.
Smith, Moore & Co's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $344K in Q1 2026.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.