Westbourne Investments’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Westbourne Investments’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 Q1	$208K	Sell	6,500 -1,000	-13%	-$32.1K	0.1%	134
2025 Q4	$227K	Sell	7,500 -2,400	-24%	-$71K	0.11%	127
2025 Q3	$287K	Buy	+9,900	New	+$284K	0.14%	103

Other funds holding FGD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Westbourne Investments's FGD Position: Q1 2026 in Review

Westbourne Investments reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 13% in Q1 2026, selling an estimated $32.1K and leaving 6,500 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #134.

Westbourne Investments first reported a position in FGD in Q3 2025 and has held it in 3 quarters since. The position peaked at $287K in Q3 2025. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

Westbourne Investments held 6,500 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $208K as of Q1 2026.
Westbourne Investments sold 1,000 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $32.1K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.1% of Westbourne Investments's portfolio in Q1 2026, its #134 holding.
Westbourne Investments first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2025 and has held it in 3 quarters since.
Westbourne Investments's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $287K in Q3 2025.
191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.