WealthBridge Capital Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

WealthBridge Capital Management’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	$3.21M	Buy	100,468 +14,231	+17%	+$473K	0.64%	31
2026 Q1	$2.75M	Buy	86,237 +9,875	+13%	+$317K	0.63%	33
2025 Q4	$2.31M	Buy	76,362 +16,272	+27%	+$481K	0.53%	42
2025 Q3	$1.73M	Buy	60,090 +4,681	+8%	+$134K	0.41%	52
2025 Q2	$1.53M	Buy	55,409 +1,069	+2%	+$27.4K	0.39%	54
2025 Q1	$1.32M	Buy	54,340 +7,055	+15%	+$165K	0.37%	60
2024 Q4	$1.05M	Buy	47,285 +5,459	+13%	+$128K	0.29%	64
2024 Q3	$1.02M	Buy	41,826 +6,003	+17%	+$141K	0.29%	67
2024 Q2	$800K	Buy	35,823 +1,369	+4%	+$31.3K	0.26%	71
2024 Q1	$785K	Buy	34,454 +5,517	+19%	+$122K	0.26%	68
2023 Q4	$644K	Buy	28,937 +884	+3%	+$18.6K	0.24%	78
2023 Q3	$578K	Buy	28,053 +4,835	+21%	+$104K	0.24%	79
2023 Q2	$498K	Sell	23,218 -1,473	-6%	-$32.6K	0.2%	90
2023 Q1	$546K	Sell	24,691 -611	-2%	-$14K	0.22%	89
2022 Q4	$556K	Buy	25,302 +8,652	+52%	+$180K	0.23%	85
2022 Q3	$362K	Hold	16,650	–	–	0.15%	125
2022 Q2	$362K	Buy	+16,650	New	+$400K	0.15%	125
2019 Q2	–	Sell	-1,156	Closed	-$27K	–	358
2019 Q1	$27K	Hold	1,156	–	–	0.02%	400
2018 Q4	$25K	Buy	+1,156	New	+$27.2K	0.02%	362

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 $3.57B AUM 22.83% 1-Year Est. Return

WealthBridge Capital Management's FGD Position: Q2 2026 in Review

WealthBridge Capital Management increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 17% in Q2 2026, buying an estimated $473K and bringing the position to 100,468 shares worth $3.21M. The position accounts for 0.64% of the portfolio, ranked #31.

WealthBridge Capital Management first reported a position in FGD in Q4 2018 and has held it in 19 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

WealthBridge Capital Management held 100,468 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $3.21M as of Q2 2026.
WealthBridge Capital Management bought 14,231 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $473K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.64% of WealthBridge Capital Management's portfolio in Q2 2026, its #31 holding.
WealthBridge Capital Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2018 and has held it in 19 quarters since.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.