Triumph Capital Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Triumph Capital Management’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	$1.1M	Buy	33,221 +10	+0%	+$345	0.19%	128
2026 Q2	$1.06M	Buy	33,211 +893	+3%	+$29.7K	0.19%	118
2026 Q1	$1.03M	Buy	32,318 +5,114	+19%	+$164K	0.21%	108
2025 Q4	$823K	Buy	27,204 +1,125	+4%	+$33.3K	0.18%	117
2025 Q3	$750K	Sell	26,079 -166	-0.6%	-$4.75K	0.2%	111
2025 Q2	$723K	Sell	26,245 -100	-0.4%	-$2.56K	0.22%	111
2025 Q1	$638K	Hold	26,345	–	–	0.21%	125
2024 Q4	$586K	Sell	26,345 -10	-0%	-$234	0.2%	132
2024 Q3	$642K	Sell	26,355 -766	-3%	-$18K	0.23%	112
2024 Q2	$606K	Sell	27,121 -30,133	-53%	-$690K	0.24%	99
2024 Q1	$1.29M	Buy	57,254 +23,663	+70%	+$524K	0.53%	41
2023 Q4	$748K	Sell	33,591 -4,279	-11%	-$90K	0.32%	71
2023 Q3	$781K	Buy	37,870 +669	+2%	+$14.4K	0.35%	67
2023 Q2	$798K	Sell	37,201 -268	-0.7%	-$5.93K	0.36%	55
2023 Q1	$828K	Sell	37,469 -19,043	-34%	-$435K	0.42%	44
2022 Q4	$1.24M	Sell	56,512 -50,400	-47%	-$1.05M	0.67%	30
2022 Q3	$1.98M	Buy	106,912 +10,010	+10%	+$212K	1.08%	25
2022 Q2	$2.11M	Buy	96,902 +2,232	+2%	+$53.6K	1.11%	20
2022 Q1	$2.4M	Buy	94,670 +82,805	+698%	+$2.12M	1.04%	19
2021 Q4	$298K	Buy	+11,865	New	+$301K	0.13%	152

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

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Triumph Capital Management's FGD Position: Q3 2026 in Review

Triumph Capital Management increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.03% in Q3 2026, buying an estimated $345 and bringing the position to 33,221 shares worth $1.1M. The position accounts for 0.19% of the portfolio, ranked #128.

Triumph Capital Management first reported a position in FGD in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.4M in Q1 2022. 13 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

Triumph Capital Management held 33,221 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.1M as of Q3 2026.
Triumph Capital Management bought 10 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2026, an estimated $345.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.19% of Triumph Capital Management's portfolio in Q3 2026, its #128 holding.
Triumph Capital Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2021 and has held it in 20 quarters since.
Triumph Capital Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $2.4M in Q1 2022.
13 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.