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

Triad Wealth Partners’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	$4.22M	Buy	+122,204	New	+$4.06M	0.25%	70
2025 Q1	–	Sell	-12,569	Closed	-$280K	–	215
2024 Q4	$280K	Sell	12,569 -5,239	-29%	-$123K	0.1%	146
2024 Q3	$434K	Buy	17,808 +5,295	+42%	+$124K	0.23%	45
2024 Q2	$279K	Buy	+12,513	New	+$286K	0.15%	70

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

Triad Wealth Partners's FGD Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026: 122,204 shares worth $4.22M. The stake represents 0.25% of the portfolio and ranks #70 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in FGD as recently as Q4 2024.

Triad Wealth Partners first reported a position in FGD in Q2 2024 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Triad Wealth Partners held 122,204 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $4.22M as of Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund was a new Triad Wealth Partners position in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.25% of Triad Wealth Partners's portfolio in Q2 2026, its #70 holding.
Triad Wealth Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2024 and has held it in 4 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 Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.