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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
Q3 		$749K Buy
22,574
+17
+0.1% +$587 0.15% 47
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

Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
IMG Wealth Management
IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Trueblood Wealth Management
Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return
WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Lynx Investment Advisory
Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return

DDFG Inc's FGD Position: Q3 2026 in Review

DDFG Inc increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.08% in Q3 2026, buying an estimated $587 and bringing the position to 22,574 shares worth $749K. The position accounts for 0.15% of the portfolio, ranked #47.

DDFG Inc first reported a position in FGD in Q4 2022 and has held it in 16 quarters since. The position peaked at $764K in Q4 2023. 70 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

  • DDFG Inc held 22,574 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $749K as of Q3 2026.
  • DDFG Inc bought 17 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2026, an estimated $587.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.15% of DDFG Inc's portfolio in Q3 2026, its #47 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 16 quarters since.
  • DDFG Inc's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $764K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.