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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.04M Buy
31,246
+130
+0.4% +$4.49K 0.03% 454
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% 434
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

Western Wealth Management's FGD Position: Q3 2026 in Review

Western Wealth Management increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.42% in Q3 2026, buying an estimated $4.49K and bringing the position to 31,246 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #454.

Western Wealth Management first reported a position in FGD in Q4 2023 and has held it in 12 quarters since. 193 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

  • Western Wealth Management held 31,246 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.04M as of Q3 2026.
  • Western Wealth Management bought 130 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2026, an estimated $4.49K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.03% of Western Wealth Management's portfolio in Q3 2026, its #454 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 12 quarters since.
  • 193 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.