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 Q2	$3.42M	Buy	106,896 +6,498	+6%	+$216K	1.19%	11
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 $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

Trueblood Wealth Management's FGD Position: Q2 2026 in Review

Trueblood Wealth Management increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 6.5% in Q2 2026, buying an estimated $216K and bringing the position to 106,896 shares worth $3.42M. The position accounts for 1.19% of the portfolio, ranked #11.

Trueblood Wealth Management first reported a position in FGD in Q4 2023 and has held it in 11 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Trueblood Wealth Management held 106,896 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $3.42M as of Q2 2026.
Trueblood Wealth Management bought 6,498 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $216K.
First Trust Dow Jones Global Select Dividend Index Fund made up 1.19% of Trueblood Wealth Management's portfolio in Q2 2026, its #11 holding.
Trueblood Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2023 and has held it in 11 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 Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.