Stratos Wealth Partners’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Stratos Wealth Partners’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 Q1	$713K	Sell	22,326 -2,888	-11%	-$92.6K	0.01%	929
2025 Q4	$763K	Buy	25,214 +4,043	+19%	+$120K	0.01%	870
2025 Q3	$609K	Buy	21,171 +5,185	+32%	+$149K	0.01%	939
2025 Q2	$440K	Buy	15,986 +1,261	+9%	+$32.3K	0.01%	973
2025 Q1	$356K	Buy	14,725 +596	+4%	+$13.9K	0.01%	1020
2024 Q4	$314K	Buy	14,129 +188	+1%	+$4.41K	﹤0.01%	1129
2024 Q3	$339K	Buy	13,941 +174	+1%	+$4.08K	﹤0.01%	1088
2024 Q2	$307K	Sell	13,767 -8,434	-38%	-$193K	﹤0.01%	1080
2024 Q1	$506K	Buy	22,201 +5,004	+29%	+$111K	0.01%	891
2023 Q4	$383K	Buy	17,197 +866	+5%	+$18.2K	0.01%	978
2023 Q3	$337K	Buy	16,331 +5,060	+45%	+$109K	0.01%	965
2023 Q2	$242K	Buy	11,271 +795	+8%	+$17.6K	0.01%	1034
2023 Q1	$232K	Sell	10,476 -372	-3%	-$8.5K	0.01%	984
2022 Q4	$238K	Buy	10,848 +93	+0.9%	+$1.93K	0.01%	980
2022 Q3	$199K	Sell	10,755 -372	-3%	-$7.9K	0.01%	1028
2022 Q2	$242K	Sell	11,127 -67,359	-86%	-$1.62M	0.01%	1017
2022 Q1	$1.99M	Sell	78,486 -29,355	-27%	-$750K	0.04%	360
2021 Q4	$2.71M	Buy	107,841 +15,926	+17%	+$404K	0.06%	291
2021 Q3	$2.3M	Buy	91,915 +7,888	+9%	+$203K	0.06%	293
2021 Q2	$2.18M	Buy	84,027 +28,385	+51%	+$750K	0.05%	313
2021 Q1	$1.4M	Buy	55,642 +43,830	+371%	+$1.05M	0.04%	410
2020 Q4	$259K	Sell	11,812 -600	-5%	-$12.2K	0.01%	902
2020 Q3	$221K	Sell	12,412 -669	-5%	-$12.4K	0.01%	888
2020 Q2	$235K	Sell	13,081 -266	-2%	-$4.59K	0.01%	846
2020 Q1	$212K	Sell	13,347 -32	-0.2%	-$706	0.01%	798
2019 Q4	$334K	Sell	13,379 -316	-2%	-$7.59K	0.01%	710
2019 Q3	$314K	Sell	13,695 -1,148	-8%	-$25.9K	0.01%	718
2019 Q2	$341K	Sell	14,843 -298	-2%	-$6.98K	0.01%	692
2019 Q1	$353K	Sell	15,141 -529	-3%	-$12.4K	0.02%	657
2018 Q4	$343K	Sell	15,670 -5,356	-25%	-$126K	0.02%	627
2018 Q3	$528K	Sell	21,026 -400	-2%	-$10.1K	0.02%	523
2018 Q2	$530K	Sell	21,426 -1,800	-8%	-$46.6K	0.02%	555
2018 Q1	$595K	Sell	23,226 -417	-2%	-$11.1K	0.03%	493
2017 Q4	$623K	Buy	23,643 +3,941	+20%	+$102K	0.03%	472
2017 Q3	$508K	Sell	19,702 -860	-4%	-$21.9K	0.02%	508
2017 Q2	$514K	Buy	20,562 +1,185	+6%	+$29.6K	0.03%	445
2017 Q1	$475K	Buy	19,377 +2,350	+14%	+$56.9K	0.03%	437
2016 Q4	$397K	Buy	17,027 +86	+0.5%	+$1.99K	0.02%	448
2016 Q3	$398K	Sell	16,941 -189	-1%	-$4.36K	0.03%	409
2016 Q2	$381K	Sell	17,130 -1,486	-8%	-$33.7K	0.03%	385
2016 Q1	$420K	Sell	18,616 -101	-0.5%	-$2.16K	0.04%	335
2015 Q4	$407K	Sell	18,717 -10,889	-37%	-$244K	0.03%	351
2015 Q3	$639K	Sell	29,606 -309	-1%	-$7.2K	0.08%	211
2015 Q2	$734K	Sell	29,915 -529	-2%	-$13.8K	0.09%	191
2015 Q1	$767K	Sell	30,444 -1,075	-3%	-$27.6K	0.09%	209
2014 Q4	$800K	Buy	+31,519	New	+$826K	0.14%	152

Other funds holding FGD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Stratos Wealth Partners's FGD Position: Q1 2026 in Review

Stratos Wealth Partners reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 11% in Q1 2026, selling an estimated $92.6K and leaving 22,326 shares worth $713K. The position accounts for 0.01% of the portfolio, ranked #929.

Stratos Wealth Partners first reported a position in FGD in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.71M in Q4 2021. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

Stratos Wealth Partners held 22,326 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $713K as of Q1 2026.
Stratos Wealth Partners sold 2,888 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $92.6K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #929 holding.
Stratos Wealth Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2014 and has held it in 46 quarters since.
Stratos Wealth Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $2.71M in Q4 2021.
191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.