CIBC Private Wealth Group
FGD icon

CIBC Private Wealth Group’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$689K Buy
22,756
+5,082
+29% +$150K ﹤0.01% 786
2025
Q3 		$508K Buy
17,674
+280
+2% +$8.02K ﹤0.01% 857
2025
Q2 		$479K Buy
+17,394
New +$445K ﹤0.01% 853

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

CIBC Private Wealth Group's FGD Position: Q4 2025 in Review

CIBC Private Wealth Group increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 29% in Q4 2025, buying an estimated $150K and bringing the position to 22,756 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

CIBC Private Wealth Group first reported a position in FGD in Q2 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold FGD as of Q4 2025.

  • CIBC Private Wealth Group held 22,756 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $689K as of Q4 2025.
  • CIBC Private Wealth Group bought 5,082 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2025, an estimated $150K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #786 holding.
  • CIBC Private Wealth Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2025 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.