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

Western Wealth 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 Q1	$1.01M	Sell	31,768 -784	-2%	-$25.1K	0.04%	433
2025 Q4	$985K	Buy	32,552 +6,820	+27%	+$202K	0.05%	356
2025 Q3	$740K	Buy	25,732 +1,958	+8%	+$56.1K	0.04%	365
2025 Q2	$655K	Buy	23,774 +6,898	+41%	+$177K	0.04%	351
2025 Q1	$408K	Buy	16,876 +147	+0.9%	+$3.44K	0.03%	440
2024 Q4	$372K	Buy	16,729 +36	+0.2%	+$844	0.02%	459
2024 Q3	$406K	Buy	16,693 +110	+0.7%	+$2.58K	0.02%	510
2024 Q2	$370K	Buy	16,583 +154	+0.9%	+$3.53K	0.03%	441
2024 Q1	$374K	Buy	16,429 +801	+5%	+$17.7K	0.03%	436
2023 Q4	$348K	Buy	+15,628	New	+$329K	0.03%	513

Other funds holding FGD

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Bank of America

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

Raymond James Financial

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

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

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