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

Trueblood Wealth 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 Q1	$3.21M	Buy	100,398 +6,425	+7%	+$206K	1.25%	10
2025 Q4	$2.84M	Buy	93,973 +7,509	+9%	+$222K	1.11%	12
2025 Q3	$2.49M	Buy	86,464 +4,118	+5%	+$118K	0.97%	15
2025 Q2	$2.27M	Buy	82,346 +8,369	+11%	+$214K	0.95%	16
2025 Q1	$1.79M	Buy	73,977 +9,316	+14%	+$218K	0.83%	26
2024 Q4	$1.44M	Buy	64,661 +429	+0.7%	+$10.1K	0.71%	35
2024 Q3	$1.56M	Buy	64,232 +11,792	+22%	+$276K	0.79%	30
2024 Q2	$1.17M	Buy	52,440 +4,624	+10%	+$106K	0.66%	41
2024 Q1	$1.09M	Sell	47,816 -8,322	-15%	-$184K	0.62%	47
2023 Q4	$1.25M	Buy	+56,138	New	+$1.18M	0.78%	33

Other funds holding FGD

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return