Synergy Asset Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Synergy Asset 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	$530K	Buy	16,577 +1,653	+11%	+$54.9K	0.05%	153
2026 Q1	$477K	Buy	14,924 +2,285	+18%	+$73.3K	0.05%	156
2025 Q4	$383K	Buy	+12,639	New	+$374K	0.04%	146

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

Synergy Asset Management's FGD Position: Q2 2026 in Review

Synergy Asset Management increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 11% in Q2 2026, buying an estimated $54.9K and bringing the position to 16,577 shares worth $530K. The position accounts for 0.05% of the portfolio, ranked #153.

Synergy Asset Management first reported a position in FGD in Q4 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Synergy Asset Management held 16,577 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $530K as of Q2 2026.
Synergy Asset Management bought 1,653 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $54.9K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.05% of Synergy Asset Management's portfolio in Q2 2026, its #153 holding.
Synergy Asset Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2025 and has held it in 3 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 Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.