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

Transamerica Financial Advisors’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	$733	Hold	22	–	–	﹤0.01%	1587
2026 Q1	$733	Sell	22 -1	-4%	-$32	﹤0.01%	1406
2025 Q4	$696	Hold	23	–	–	﹤0.01%	1298
2025 Q3	$661	Hold	23	–	–	﹤0.01%	1245
2025 Q2	$633	Sell	23 -1	-4%	-$26	﹤0.01%	423
2025 Q1	$1K	Hold	24	–	–	﹤0.01%	465
2024 Q4	$1K	Sell	24 -87	-78%	-$2.04K	﹤0.01%	458
2024 Q3	$3K	Sell	111 -108	-49%	-$2.53K	﹤0.01%	370
2024 Q2	$5K	Hold	219	–	–	﹤0.01%	344
2024 Q1	$5K	Sell	219 -41,723	-99%	-$924K	﹤0.01%	374
2023 Q4	$934K	Buy	41,942 +26,029	+164%	+$547K	0.13%	119
2023 Q3	$328K	Sell	15,913 -29,422	-65%	-$633K	0.04%	192
2023 Q2	$972K	Buy	45,335 +1,415	+3%	+$31.3K	0.13%	146
2023 Q1	$972K	Buy	43,920 +43,871	+89,533%	+$1M	0.13%	134
2022 Q4	$2K	Sell	49 -13,097	-100%	-$272K	﹤0.01%	390
2022 Q3	$244K	Sell	13,146 -1,361	-9%	-$28.9K	0.04%	209
2022 Q2	$316K	Buy	14,507 +14,350	+9,140%	+$345K	0.04%	188
2022 Q1	$4K	Buy	+157	New	+$4.01K	0.14%	46
2016 Q1	–	Sell	-200	Closed	-$5K	–	786
2015 Q4	$5K	Hold	200	–	–	﹤0.01%	667
2015 Q3	$5K	Hold	200	–	–	﹤0.01%	651
2015 Q2	$5K	Sell	200 -200	-50%	-$5.2K	﹤0.01%	697
2015 Q1	$11K	Buy	+400	New	+$10.3K	﹤0.01%	606

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

Transamerica Financial Advisors's FGD Position: Q2 2026 in Review

Transamerica Financial Advisors held its First Trust Dow Jones Global Select Dividend Index Fund (FGD) position steady in Q2 2026 at 22 shares worth $733. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Transamerica Financial Advisors first reported a position in FGD in Q1 2015 and has held it in 22 quarters since. The position peaked at $972K in Q2 2023. 207 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Transamerica Financial Advisors held 22 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $733 as of Q2 2026.
Transamerica Financial Advisors 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 Transamerica Financial Advisors's portfolio in Q2 2026, its #1587 holding.
Transamerica Financial Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2015 and has held it in 22 quarters since.
Transamerica Financial Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $972K in Q2 2023.
207 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.