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Summit Financial’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Summit Financial’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 		$230K Buy
7,181
+733
+11% +$24.4K ﹤0.01% 1460
2026
Q1 		$206K Buy
+6,448
New +$207K ﹤0.01% 1336

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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

Summit Financial's FGD Position: Q2 2026 in Review

Summit Financial increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 11% in Q2 2026, buying an estimated $24.4K and bringing the position to 7,181 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Summit Financial 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.

  • Summit Financial held 7,181 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $230K as of Q2 2026.
  • Summit Financial bought 733 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $24.4K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1460 holding.
  • Summit Financial 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 Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.