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 Q2	$995K	Sell	31,116 -652	-2%	-$21.7K	0.03%	477
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%	544
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 $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

Western Wealth Management's FGD Position: Q2 2026 in Review

Western Wealth Management reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 2.1% in Q2 2026, selling an estimated $21.7K and leaving 31,116 shares worth $995K. The position accounts for 0.03% of the portfolio, ranked #477.

Western Wealth Management first reported a position in FGD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q1 2026. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Western Wealth Management held 31,116 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $995K as of Q2 2026.
Western Wealth Management sold 652 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $21.7K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #477 holding.
Western Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2023 and has held it in 11 quarters since.
Western Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.01M in Q1 2026.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.