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Holcombe Financial’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Holcombe Financial’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 		$5.61M Buy
+169,056
New +$5.84M 3.1% 11

Other funds holding FGD

Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
SRPTWM
Split Rock Private Trading & Wealth Management Cloquet, Minnesota $149M AUM 11.64% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $293M AUM
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Holcombe Financial's FGD Position: Q3 2026 in Review

Holcombe Financial opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2026: 169,056 shares worth $5.61M. The stake represents 3.1% of the portfolio and ranks #11 among its holdings.

29 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

  • Holcombe Financial held 169,056 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $5.61M as of Q3 2026.
  • First Trust Dow Jones Global Select Dividend Index Fund was a new Holcombe Financial position in Q3 2026.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 3.1% of Holcombe Financial's portfolio in Q3 2026, its #11 holding.
  • 29 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.