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Sunbelt Securities’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Sunbelt Securities’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 		$498K Buy
15,607
+6,607
+73% +$212K 0.03% 402
2025
Q4 		$272K Buy
9,000
+3,750
+71% +$111K 0.02% 552
2025
Q3 		$151K Buy
+5,250
New +$150K 0.01% 724

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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

Sunbelt Securities's FGD Position: Q1 2026 in Review

Sunbelt Securities increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 73% in Q1 2026, buying an estimated $212K and bringing the position to 15,607 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #402.

Sunbelt Securities first reported a position in FGD in Q3 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

  • Sunbelt Securities held 15,607 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $498K as of Q1 2026.
  • Sunbelt Securities bought 6,607 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $212K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #402 holding.
  • Sunbelt Securities first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.