WhitTier Trust Company’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

WhitTier Trust Company’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	$65.6K	Hold	2,000	–	–	﹤0.01%	686
2026 Q1	$64.4K	Hold	2,000	–	–	﹤0.01%	674
2025 Q4	$61.6K	Hold	2,000	–	–	﹤0.01%	675
2025 Q3	$58.1K	Hold	2,000	–	–	﹤0.01%	661
2025 Q2	$55.1K	Hold	2,000	–	–	﹤0.01%	760
2025 Q1	$48.4K	Hold	2,000	–	–	﹤0.01%	775
2024 Q4	$44.5K	Hold	2,000	–	–	﹤0.01%	778
2024 Q3	$48.7K	Hold	2,000	–	–	﹤0.01%	764
2024 Q2	$44.7K	Buy	+2,000	New	+$45.8K	﹤0.01%	732

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

WhitTier Trust Company's FGD Position: Q2 2026 in Review

WhitTier Trust Company held its First Trust Dow Jones Global Select Dividend Index Fund (FGD) position steady in Q2 2026 at 2,000 shares worth $65.6K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

WhitTier Trust Company first reported a position in FGD in Q2 2024 and has held it in 9 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

WhitTier Trust Company held 2,000 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $65.6K as of Q2 2026.
WhitTier Trust Company 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 WhitTier Trust Company's portfolio in Q2 2026, its #686 holding.
WhitTier Trust Company first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2024 and has held it in 9 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 WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.