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FGD icon

DDFG Inc’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

DDFG Inc’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 		$722K Sell
22,557
-1,144
-5% -$38K 0.14% 50
2026
Q1 		$757K Sell
23,701
-12
-0.1% -$385 0.16% 45
2025
Q4 		$718K Sell
23,713
-95
-0.4% -$2.81K 0.16% 46
2025
Q3 		$684K Buy
23,808
+35
+0.1% +$1K 0.16% 44
2025
Q2 		$655K Sell
23,773
-296
-1% -$7.58K 0.16% 44
2025
Q1 		$582K Sell
24,069
-688
-3% -$16.1K 0.16% 43
2024
Q4 		$551K Sell
24,757
-2,745
-10% -$64.3K 0.16% 45
2024
Q3 		$670K Sell
27,502
-2,941
-10% -$68.9K 0.19% 41
2024
Q2 		$680K Sell
30,443
-1,986
-6% -$45.5K 0.21% 40
2024
Q1 		$738K Sell
32,429
-1,883
-5% -$41.7K 0.23% 36
2023
Q4 		$764K Buy
34,312
+1,197
+4% +$25.2K 0.26% 34
2023
Q3 		$682K Buy
33,115
+5,583
+20% +$120K 0.25% 35
2023
Q2 		$590K Buy
27,532
+4,647
+20% +$103K 0.22% 38
2023
Q1 		$506K Sell
22,885
-2,184
-9% -$49.9K 0.2% 38
2022
Q4 		$551K Buy
+25,069
New +$520K 0.23% 40

Other funds holding FGD

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CP
Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

DDFG Inc's FGD Position: Q2 2026 in Review

DDFG Inc reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 4.8% in Q2 2026, selling an estimated $38K and leaving 22,557 shares worth $722K. The position accounts for 0.14% of the portfolio, ranked #50.

DDFG Inc first reported a position in FGD in Q4 2022 and has held it in 15 quarters since. The position peaked at $764K in Q4 2023. 98 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

  • DDFG Inc held 22,557 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $722K as of Q2 2026.
  • DDFG Inc sold 1,144 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $38K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.14% of DDFG Inc's portfolio in Q2 2026, its #50 holding.
  • DDFG Inc first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2022 and has held it in 15 quarters since.
  • DDFG Inc's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $764K in Q4 2023.
  • 98 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.