Wealth Enhancement Advisory Services
FGD icon

Wealth Enhancement Advisory Services’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Wealth Enhancement Advisory Services’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 		$828K Buy
25,157
+472
+2% +$15.7K ﹤0.01% 2224
2026
Q1 		$791K Buy
24,685
+2,835
+13% +$90.9K ﹤0.01% 1964
2025
Q4 		$673K Sell
21,850
-944
-4% -$27.9K ﹤0.01% 2247
2025
Q3 		$654K Buy
22,794
+4,399
+24% +$126K ﹤0.01% 2142
2025
Q2 		$512K Sell
18,395
-1,110
-6% -$28.4K ﹤0.01% 2207
2025
Q1 		$472K Buy
19,505
+5,445
+39% +$127K ﹤0.01% 2111
2024
Q4 		$313K Buy
+14,060
New +$330K ﹤0.01% 2352

Other funds holding FGD

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Wealth Enhancement Advisory Services's FGD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 1.9% in Q2 2026, buying an estimated $15.7K and bringing the position to 25,157 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Wealth Enhancement Advisory Services first reported a position in FGD in Q4 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 25,157 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $828K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 472 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $15.7K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2224 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 60 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.