IFG Advisory’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

IFG Advisory’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	$1.23M	Buy	+38,508	New	+$1.28M	0.04%	383
2026 Q1	–	Sell	-11,676	Closed	-$353K	–	500
2025 Q4	$353K	Buy	11,676 +2,757	+31%	+$81.5K	0.02%	595
2025 Q3	$256K	Buy	+8,919	New	+$256K	0.01%	680

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

IFG Advisory's FGD Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026: 38,508 shares worth $1.23M. The stake represents 0.04% of the portfolio and ranks #383 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FGD as recently as Q4 2025.

IFG Advisory first reported a position in FGD in Q3 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

IFG Advisory held 38,508 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.23M as of Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund was a new IFG Advisory position in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.04% of IFG Advisory's portfolio in Q2 2026, its #383 holding.
IFG Advisory first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2025 and has held it in 3 quarters since.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.