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

Tidemark’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	$20.6K	Hold	645	–	–	﹤0.01%	416
2026 Q1	$20.6K	Hold	645	–	–	0.01%	362
2025 Q4	$19.5K	Hold	645	–	–	0.01%	353
2025 Q3	$18.5K	Hold	645	–	–	0.01%	373
2025 Q2	$17.8K	Sell	645 -50	-7%	-$1.28K	0.01%	384
2025 Q1	$16.8K	Hold	695	–	–	0.01%	367
2024 Q4	$15.5K	Hold	695	–	–	0.01%	385
2024 Q3	$16.9K	Hold	695	–	–	0.01%	365
2024 Q2	$15.5K	Hold	695	–	–	0.01%	360
2024 Q1	$15.8K	Hold	695	–	–	0.01%	375
2023 Q4	$15.5K	Buy	+695	New	+$14.6K	0.01%	368

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

Tidemark's FGD Position: Q2 2026 in Review

Tidemark held its First Trust Dow Jones Global Select Dividend Index Fund (FGD) position steady in Q2 2026 at 645 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Tidemark first reported a position in FGD in Q4 2023 and has held it in 11 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Tidemark held 645 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $20.6K as of Q2 2026.
Tidemark left its First Trust Dow Jones Global Select Dividend Index Fund share count unchanged in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #416 holding.
Tidemark first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2023 and has held it in 11 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 Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.