Sound Income Strategies’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Sound Income Strategies’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	–	Sell	-714	Closed	-$22.8K	–	1118
2026 Q1	$22.8K	Buy	714 +7	+1%	+$225	﹤0.01%	1125
2025 Q4	$21.8K	Buy	+707	New	+$20.9K	﹤0.01%	1117
2024 Q2	–	Sell	-979	Closed	-$22.3K	–	1417
2024 Q1	$22.3K	Buy	+979	New	+$21.7K	﹤0.01%	578
2023 Q3	–	Sell	-187	Closed	-$4.01K	–	1180
2023 Q2	$4.01K	Buy	+187	New	+$4.14K	﹤0.01%	779
2022 Q3	–	Sell	-173	Closed	-$4K	–	913
2022 Q2	$4K	Hold	173	–	–	﹤0.01%	608
2022 Q1	$4K	Hold	173	–	–	﹤0.01%	619
2021 Q4	$4K	Hold	173	–	–	﹤0.01%	620
2021 Q3	$4K	Hold	173	–	–	﹤0.01%	596
2021 Q2	$4K	Buy	+173	New	+$4.57K	﹤0.01%	626

Other funds holding FGD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

Sound Income Strategies's FGD Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026, closing a stake of 714 shares — an estimated $22.8K sold.

Sound Income Strategies first reported a position in FGD in Q2 2021 and held it in 9 quarters. The position peaked at $22.8K in Q1 2026. 165 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Sound Income Strategies reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 714 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $22.8K.
Sound Income Strategies first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2021 and held it in 9 quarters.
Sound Income Strategies's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $22.8K in Q1 2026.
165 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.