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 Q2	$925K	Sell	28,918 -3,459	-11%	-$115K	0.01%	926
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 $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 $3.69B AUM 18.32% 1-Year Est. Return

Waverly Advisors's FGD Position: Q2 2026 in Review

Waverly Advisors reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 11% in Q2 2026, selling an estimated $115K and leaving 28,918 shares worth $925K. The position accounts for 0.01% of the portfolio, ranked #926.

Waverly Advisors first reported a position in FGD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q1 2026. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Waverly Advisors held 28,918 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $925K as of Q2 2026.
Waverly Advisors sold 3,459 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $115K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #926 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 10 quarters since.
Waverly Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.03M in Q1 2026.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.