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 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 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

Split Rock Private Trading & Wealth Management's FGD Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 7.3% in Q2 2026, buying an estimated $111K and bringing the position to 49,180 shares worth $1.57M. The position accounts for 1.08% of the portfolio, ranked #16.

Split Rock Private Trading & Wealth Management first reported a position in FGD in Q1 2026 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Split Rock Private Trading & Wealth Management held 49,180 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.57M as of Q2 2026.
Split Rock Private Trading & Wealth Management bought 3,338 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $111K.
First Trust Dow Jones Global Select Dividend Index Fund made up 1.08% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #16 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 2 quarters since.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.