Split Rock Private Trading & Wealth Management
FGD icon

Split Rock Private Trading & Wealth Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Split Rock Private Trading & Wealth Management’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
Q3 		$1.61M Sell
48,666
-514
-1% -$17.7K 1.09% 19
2026
Q2 		$1.57M Buy
49,180
+3,338
+7% +$111K 1.08% 16
2026
Q1 		$1.46M Buy
+45,842
New +$1.47M 1.13% 13

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Stonebridge Financial Planning Group
Stonebridge Financial Planning Group Orlando, Florida $318M AUM 15.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
IMG Wealth Management
IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
ForthRight Wealth Management
ForthRight Wealth Management Alpharetta, Georgia $421M AUM 11.99% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's FGD Position: Q3 2026 in Review

Split Rock Private Trading & Wealth Management reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 1% in Q3 2026, selling an estimated $17.7K and leaving 48,666 shares worth $1.61M. The position accounts for 1.09% of the portfolio, ranked #19.

Split Rock Private Trading & Wealth Management first reported a position in FGD in Q1 2026 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

  • Split Rock Private Trading & Wealth Management held 48,666 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.61M as of Q3 2026.
  • Split Rock Private Trading & Wealth Management sold 514 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2026, an estimated $17.7K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 1.09% of Split Rock Private Trading & Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2026 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.