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 Q3	$3.6M	Buy	108,682 +8,214	+8%	+$284K	0.7%	30
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 $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Stonebridge Financial Planning Group Orlando, Florida $318M AUM 15.13% 1-Year Est. Return

WealthBridge Capital Management's FGD Position: Q3 2026 in Review

WealthBridge Capital Management increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 8.2% in Q3 2026, buying an estimated $284K and bringing the position to 108,682 shares worth $3.6M. The position accounts for 0.7% of the portfolio, ranked #30.

WealthBridge Capital Management first reported a position in FGD in Q4 2018 and has held it in 20 quarters since. 165 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

WealthBridge Capital Management held 108,682 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $3.6M as of Q3 2026.
WealthBridge Capital Management bought 8,214 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2026, an estimated $284K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.7% of WealthBridge Capital Management's portfolio in Q3 2026, its #30 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 20 quarters since.
165 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.