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

TCFG Wealth 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 Q1	$1.37M	Hold	43,014	–	–	0.51%	44
2025 Q4	$1.3M	Buy	43,014 +881	+2%	+$26.1K	0.51%	45
2025 Q3	$1.21M	Sell	42,133 -259	-0.6%	-$7.42K	0.48%	46
2025 Q2	$1.17M	Sell	42,392 -413	-1%	-$10.6K	0.53%	42
2025 Q1	$1.04M	Sell	42,805 -259	-0.6%	-$6.05K	0.52%	50
2024 Q4	$958K	Sell	43,064 -33	-0.1%	-$773	0.48%	56
2024 Q3	$1.05M	Buy	+43,097	New	+$1.01M	0.53%	53

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

TCFG Wealth Management's FGD Position: Q1 2026 in Review

TCFG Wealth Management held its First Trust Dow Jones Global Select Dividend Index Fund (FGD) position steady in Q1 2026 at 43,014 shares worth $1.37M. The position accounts for 0.51% of the portfolio, ranked #44.

TCFG Wealth Management first reported a position in FGD in Q3 2024 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

TCFG Wealth Management held 43,014 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.37M as of Q1 2026.
TCFG Wealth Management left its First Trust Dow Jones Global Select Dividend Index Fund share count unchanged in Q1 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.51% of TCFG Wealth Management's portfolio in Q1 2026, its #44 holding.
TCFG Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2024 and has held it in 7 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 TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.