Turning Point Benefit Group’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Turning Point Benefit Group’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	–	Sell	-2,336	Closed	-$70.7K	–	347
2025 Q4	$70.7K	Buy	2,336 +466	+25%	+$13.8K	0.04%	138
2025 Q3	$53.9K	Buy	+1,870	New	+$53.6K	0.03%	140

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Turning Point Benefit Group's FGD Position: Q1 2026 in Review

Turning Point Benefit Group sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2026, closing a stake of 2,336 shares — an estimated $70.7K sold.

Turning Point Benefit Group first reported a position in FGD in Q3 2025 and held it in 2 quarters. The position peaked at $70.7K in Q4 2025. 192 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

Turning Point Benefit Group reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 2,336 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $70.7K.
Turning Point Benefit Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $70.7K in Q4 2025.
192 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.