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

William Blair & 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
2024 Q4	–	Sell	-1,082	Closed	-$26.3K	–	1839
2024 Q3	$26.3K	Sell	1,082 -223	-17%	-$5.23K	﹤0.01%	1688
2024 Q2	$29.1K	Buy	+1,305	New	+$29.9K	﹤0.01%	1657
2020 Q2	–	Sell	-1,200	Closed	-$19K	–	1700
2020 Q1	$19K	Hold	1,200	–	–	﹤0.01%	1495
2019 Q4	$30K	Hold	1,200	–	–	﹤0.01%	1536
2019 Q3	$28K	Buy	+1,200	New	+$27.1K	﹤0.01%	1511

Other funds holding FGD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

PNC

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

William Blair & Company's FGD Position: Q4 2024 in Review

William Blair & Company sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2024, closing a stake of 1,082 shares — an estimated $26.3K sold.

William Blair & Company first reported a position in FGD in Q3 2019 and held it in 5 quarters. The position peaked at $30K in Q4 2019. 137 funds tracked by Wall St. Rank hold FGD as of Q4 2024.

William Blair & Company reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2024 after selling out during the quarter.
William Blair & Company sold 1,082 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2024, an estimated $26.3K.
William Blair & Company first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2019 and held it in 5 quarters.
William Blair & Company's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $30K in Q4 2019.
137 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2024.

Based on William Blair & Company's 13F filing for Q4 2024, filed 12 Feb 2025.