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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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Triad Wealth Partners's FGD Position: Q1 2025 in Review

Triad Wealth Partners sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2025, closing a stake of 12,569 shares — an estimated $280K sold.

Triad Wealth Partners first reported a position in FGD in Q2 2024 and held it in 3 quarters. The position peaked at $434K in Q3 2024. 141 funds tracked by Wall St. Rank hold FGD as of Q1 2025.

  • Triad Wealth Partners reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 12,569 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2025, an estimated $280K.
  • Triad Wealth Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2024 and held it in 3 quarters.
  • Triad Wealth Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $434K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2025.

Based on Triad Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.