Lynx Investment Advisory FGD — FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND

Ownership history in Lynx Investment Advisory  ·  8 quarters on record

AI Ownership Summary

Lynx Investment Advisory reported FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 2.88% in 2024 Q3. The latest visible filing shows FGD at 2.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FGD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lynx Investment Advisory's position in FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FGD was reported at 2.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.88% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FGD stock page Lynx Investment Advisory fund profile Lynx Investment Advisory full holdings
How Lynx Investment Advisory held FGD — position size vs. price
% of Fund (quarterly)    FGD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 133,305 -3,802 -2.8% 2.03% $4.3M 2026-04-24 $32.90
2025 Q4 REDUCED 6.2% +5.9% ❌ 137,107 -9,000 -6.2% 2.26% $4.2M 2026-02-05 $32.25
2025 Q3 REDUCED — — — 146,107 -4,098 -2.7% 2.51% $4.2M 2025-11-06 $28.51
2025 Q2 REDUCED 8.5% +5.9% ❌ 150,205 -13,978 -8.5% 2.70% $4.1M 2025-07-18 $26.83
2025 Q1 REDUCED 5.1% +15.9% ❌ 164,183 -8,786 -5.1% 2.65% $4.0M 2025-06-16 $25.91
2024 Q4 ADDED — — — 172,969 +8,643 +5.3% 2.62% $3.8M 2025-02-11 $21.83
2024 Q3 ADDED — — — 164,326 +1,274 +0.8% 2.88% $4.0M 2024-11-04 $21.79
2024 Q2 INITIATED — — — 163,052 — — 2.70% $3.6M 2024-07-09 $20.46

🏢 Other funds also holding FGD

As of 2026 Q1 — sorted by position size

IMG Wealth Management, Inc. 3.92% Stonebridge Financial Planning Group, LLC 3Y 2.59% Oxford Wealth Group, LLC 2.28% FUKOKU MUTUAL LIFE INSURANCE CO 3Y 7Y 2.22% Owen LaRue, LLC 3Y 1.63% Creekside Partners 1.61% ForthRight Wealth Management, LLC 3Y 1.6% BELLEVUE ASSET MANAGEMENT, LLC 3Y 1.37% Compass Financial Services Inc 1.35% Trueblood Wealth Management, LLC 1.25%

FAQ About Lynx Investment Advisory and FGD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lynx Investment Advisory reported owning FGD?

Lynx Investment Advisory reported FGD across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported FGD position in Lynx Investment Advisory's portfolio?

The largest reported portfolio weight for FGD was 2.88% in 2024 Q3.

What is the latest reported FGD position on this page?

The most recent filing on this page is 2026 Q1, when Lynx Investment Advisory reported 133,305 shares, equal to 2.03% of portfolio, with an estimated market value of $4.3M.

What does the chart on this FGD ownership page compare?

The chart compares Lynx Investment Advisory's quarterly FGD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lynx Investment Advisory time their FGD position?

Based on 13F filing dates vs. subsequent FGD price moves, Lynx Investment Advisory correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on FGD relative to SPY over the holding period was +12.1%.

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