Holistic Planning’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Holistic Planning’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	$340K	Buy	+10,617	New	+$353K	0.05%	259

Other funds holding FGD

LPL Financial San Diego, California $445B AUM 25.58% 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 $786B AUM 40.34% 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 $369B AUM 28.27% 1-Year Est. Return

FMLI

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

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

Holistic Planning's FGD Position: Q2 2026 in Review

Holistic Planning opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026: 10,617 shares worth $340K. The stake represents 0.05% of the portfolio and ranks #259 among its holdings.

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

Holistic Planning held 10,617 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $340K as of Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund was a new Holistic Planning position in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #259 holding.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.