Wealthspire Advisors (New York)’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Wealthspire Advisors (New York)’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	$239K	Hold	7,470	–	–	﹤0.01%	1097
2026 Q1	$239K	Hold	7,470	–	–	﹤0.01%	801
2025 Q4	$226K	Hold	7,470	–	–	﹤0.01%	917
2025 Q3	$215K	Hold	7,470	–	–	﹤0.01%	770
2025 Q2	$206K	Buy	+7,470	New	+$191K	﹤0.01%	787

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

Wealthspire Advisors (New York)'s FGD Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its First Trust Dow Jones Global Select Dividend Index Fund (FGD) position steady in Q2 2026 at 7,470 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Wealthspire Advisors (New York) first reported a position in FGD in Q2 2025 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Wealthspire Advisors (New York) held 7,470 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $239K as of Q2 2026.
Wealthspire Advisors (New York) left its First Trust Dow Jones Global Select Dividend Index Fund share count unchanged in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1097 holding.
Wealthspire Advisors (New York) first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2025 and has held it in 5 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 Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.