U.S. Capital Wealth Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

U.S. Capital Wealth Advisors’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	$257K	Buy	8,033 +414	+5%	+$13.3K	0.01%	877
2025 Q4	$231K	Hold	7,619	–	–	0.01%	884
2025 Q3	$219K	Sell	7,619 -1,500	-16%	-$43K	0.01%	875
2025 Q2	$251K	Hold	9,119	–	–	0.01%	771
2025 Q1	$221K	Sell	9,119 -1,485	-14%	-$34.7K	0.01%	783
2024 Q4	$236K	Hold	10,604	–	–	0.01%	739
2024 Q3	$258K	Buy	10,604 +1,351	+15%	+$31.7K	0.01%	618
2024 Q2	$207K	Sell	9,253 -101,292	-92%	-$2.32M	0.01%	633
2024 Q1	$2.52M	Sell	110,545 -498	-0.4%	-$11K	0.1%	197
2023 Q4	$2.47M	Sell	111,043 -28,127	-20%	-$592K	0.1%	192
2023 Q3	$2.87M	Buy	139,170 +15,791	+13%	+$340K	0.13%	152
2023 Q2	$2.65M	Buy	123,379 +1,243	+1%	+$27.5K	0.13%	167
2023 Q1	$2.7M	Buy	122,136 +71,779	+143%	+$1.64M	0.13%	160
2022 Q4	$1.11M	Sell	50,357 -72,043	-59%	-$1.5M	0.05%	313
2022 Q3	$2.27M	Buy	122,400 +7,305	+6%	+$155K	0.11%	167
2022 Q2	$2.5M	Buy	115,095 +4,672	+4%	+$112K	0.11%	180
2022 Q1	$2.8M	Buy	110,423 +53,122	+93%	+$1.36M	0.1%	195
2021 Q4	$1.44M	Sell	57,301 -53,598	-48%	-$1.36M	0.06%	331
2021 Q3	$2.77M	Buy	+110,899	New	+$2.86M	0.12%	194

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

U.S. Capital Wealth Advisors's FGD Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 5.4% in Q1 2026, buying an estimated $13.3K and bringing the position to 8,033 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #877.

U.S. Capital Wealth Advisors first reported a position in FGD in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.87M in Q3 2023. 192 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

U.S. Capital Wealth Advisors held 8,033 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $257K as of Q1 2026.
U.S. Capital Wealth Advisors bought 414 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $13.3K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #877 holding.
U.S. Capital Wealth Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $2.87M in Q3 2023.
192 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.