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 Q3	$4.22M	Buy	127,368 +5,164	+4%	+$178K	0.23%	65
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

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Triad Wealth Partners's FGD Position: Q3 2026 in Review

Triad Wealth Partners increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 4.2% in Q3 2026, buying an estimated $178K and bringing the position to 127,368 shares worth $4.22M. The position accounts for 0.23% of the portfolio, ranked #65.

Triad Wealth Partners first reported a position in FGD in Q2 2024 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

Triad Wealth Partners held 127,368 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $4.22M as of Q3 2026.
Triad Wealth Partners bought 5,164 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2026, an estimated $178K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.23% of Triad Wealth Partners's portfolio in Q3 2026, its #65 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 5 quarters since.
53 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.