Waverly Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Waverly 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	$1.03M	Buy	32,377 +2,083	+7%	+$66.8K	0.01%	822
2025 Q4	$917K	Sell	30,294 -230	-0.8%	-$6.8K	0.01%	791
2025 Q3	$878K	Buy	30,524 +982	+3%	+$28.1K	0.01%	680
2025 Q2	$814K	Buy	29,542 +1,856	+7%	+$47.5K	0.01%	670
2025 Q1	$670K	Sell	27,686 -581	-2%	-$13.6K	0.01%	701
2024 Q4	$629K	Buy	28,267 +595	+2%	+$13.9K	0.01%	627
2024 Q3	$674K	Sell	27,672 -1,306	-5%	-$30.6K	0.01%	523
2024 Q2	$647K	Sell	28,978 -1,329	-4%	-$30.4K	0.01%	521
2024 Q1	$690K	Buy	+30,307	New	+$671K	0.02%	422

Other funds holding FGD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FMLI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

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

PNC

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

Waverly Advisors's FGD Position: Q1 2026 in Review

Waverly Advisors increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 6.9% in Q1 2026, buying an estimated $66.8K and bringing the position to 32,377 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #822.

Waverly Advisors first reported a position in FGD in Q1 2024 and has held it in 9 quarters since. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

Waverly Advisors held 32,377 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.03M as of Q1 2026.
Waverly Advisors bought 2,083 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $66.8K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #822 holding.
Waverly Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2024 and has held it in 9 quarters since.
191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.