WealthShield Partners’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

WealthShield Partners’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	–	Sell	-42	Closed	-$1.34K	–	457
2026 Q1	$1.34K	Buy	+42	New	+$1.35K	﹤0.01%	596
2021 Q2	–	Sell	-18	Closed	–	–	899
2021 Q1	$0	Buy	+18	New	+$431	﹤0.01%	1151
2020 Q4	–	Sell	-18	Closed	–	–	317
2020 Q3	$0	Buy	+18	New	+$333	﹤0.01%	392
2019 Q3	–	Sell	-18	Closed	–	–	262
2019 Q2	$0	Hold	18	–	–	﹤0.01%	244
2019 Q1	$0	Hold	18	–	–	﹤0.01%	271
2018 Q4	$0	Sell	18 -1,542	-99%	-$36.3K	﹤0.01%	254
2018 Q3	$39K	Sell	1,560 -904	-37%	-$22.7K	0.02%	172
2018 Q2	$61K	Sell	2,464 -2	-0.1%	-$52	0.04%	151
2018 Q1	$63K	Sell	2,466 -1,310	-35%	-$34.7K	0.04%	143
2017 Q4	$100K	Buy	+3,776	New	+$97.7K	0.06%	139

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

WealthShield Partners's FGD Position: Q2 2026 in Review

WealthShield Partners sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026, closing a stake of 42 shares — an estimated $1.34K sold.

WealthShield Partners first reported a position in FGD in Q4 2017 and held it in 10 quarters. The position peaked at $100K in Q4 2017. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

WealthShield Partners reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 42 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $1.34K.
WealthShield Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2017 and held it in 10 quarters.
WealthShield Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $100K in Q4 2017.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.