BFC Planning, Inc.’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

BFC Planning, 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	$43.1K	Buy	+1,347	New	+$44.8K	﹤0.01%	1634

Other funds holding FGD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

BFC Planning, Inc.'s FGD Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026: 1,347 shares worth $43.1K. The stake represents ﹤0.01% of the portfolio and ranks #1634 among its holdings.

210 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

BFC Planning, Inc. held 1,347 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $43.1K as of Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund was a new BFC Planning, Inc. position in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1634 holding.
210 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.