Steward Partners Investment Advisory’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Steward Partners Investment Advisory’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	$3.53M	Sell	110,391 -3,082	-3%	-$102K	0.02%	692
2026 Q1	$3.62M	Buy	113,473 +427	+0.4%	+$13.7K	0.02%	630
2025 Q4	$3.42M	Sell	113,046 -604	-0.5%	-$17.9K	0.02%	598
2025 Q3	$3.27M	Buy	113,650 +60	+0.1%	+$1.72K	0.02%	604
2025 Q2	$3.13M	Sell	113,590 -8,185	-7%	-$210K	0.02%	564
2025 Q1	$2.95M	Buy	121,775 +3,694	+3%	+$86.3K	0.03%	538
2024 Q4	$2.63M	Sell	118,081 -992	-0.8%	-$23.2K	0.02%	557
2024 Q3	$2.9M	Buy	119,073 +16,659	+16%	+$390K	0.03%	514
2024 Q2	$2.29M	Sell	102,414 -2,919	-3%	-$66.8K	0.02%	542
2024 Q1	$2.4M	Buy	105,333 +10,354	+11%	+$229K	0.03%	522
2023 Q4	$2.11M	Sell	94,979 -5,912	-6%	-$124K	0.03%	492
2023 Q3	$2.08M	Buy	100,891 +18,763	+23%	+$404K	0.03%	464
2023 Q2	$1.76M	Buy	82,128 +13	+0%	+$288	0.03%	520
2023 Q1	$1.82M	Buy	82,115 +12,976	+19%	+$296K	0.03%	487
2022 Q4	$1.52M	Buy	69,139 +26,735	+63%	+$555K	0.03%	534
2022 Q3	$786K	Buy	42,404 +39,775	+1,513%	+$844K	0.01%	700
2022 Q2	$57K	Sell	2,629 -800	-23%	-$19.2K	﹤0.01%	1739
2022 Q1	$87K	Buy	3,429 +299	+10%	+$7.64K	﹤0.01%	1661
2021 Q4	$79K	Hold	3,130	–	–	﹤0.01%	1693
2021 Q3	$78K	Hold	3,130	–	–	﹤0.01%	1666
2021 Q2	$81K	Sell	3,130 -497	-14%	-$13.1K	﹤0.01%	2535
2021 Q1	$91.2K	Buy	3,627 +2,422	+201%	+$57.9K	﹤0.01%	1677
2020 Q4	$26K	Sell	1,205 -1,000	-45%	-$20.3K	﹤0.01%	1963
2020 Q3	$39K	Sell	2,205 -1,000	-31%	-$18.5K	﹤0.01%	1611
2020 Q2	$58K	Sell	3,205 -10,130	-76%	-$175K	﹤0.01%	1352
2020 Q1	$212K	Sell	13,335 -1,135	-8%	-$25K	0.01%	770
2019 Q4	$361K	Buy	14,470 +230	+2%	+$5.52K	0.01%	712
2019 Q3	$326K	Sell	14,240 -1,175	-8%	-$26.5K	0.01%	703
2019 Q2	$354K	Buy	15,415 +6,650	+76%	+$156K	0.01%	648
2019 Q1	$204K	Sell	8,765 -1,377	-14%	-$32.2K	0.01%	739
2018 Q4	$221K	Sell	10,142 -1,700	-14%	-$40K	0.01%	686
2018 Q3	$297K	Sell	11,842 -850	-7%	-$21.4K	0.01%	623
2018 Q2	$314K	Buy	12,692 +313	+3%	+$8.1K	0.02%	557
2018 Q1	$316K	Buy	12,379 +100	+0.8%	+$2.65K	0.02%	516
2017 Q4	$323K	Buy	12,279 +1,805	+17%	+$46.7K	0.02%	434
2017 Q3	$270K	Buy	+10,474	New	+$267K	0.03%	389

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

Steward Partners Investment Advisory's FGD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 2.7% in Q2 2026, selling an estimated $102K and leaving 110,391 shares worth $3.53M. The position accounts for 0.02% of the portfolio, ranked #692.

Steward Partners Investment Advisory first reported a position in FGD in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.62M in Q1 2026. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Steward Partners Investment Advisory held 110,391 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $3.53M as of Q2 2026.
Steward Partners Investment Advisory sold 3,082 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $102K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #692 holding.
Steward Partners Investment Advisory first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2017 and has held it in 36 quarters since.
Steward Partners Investment Advisory's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $3.62M 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.