IMG Wealth Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

IMG Wealth Management’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	$7.68M	Buy	231,651 +35,397	+18%	+$1.22M	3.96%	7
2026 Q2	$6.28M	Buy	196,254 +3,650	+2%	+$121K	3.5%	9
2026 Q1	$6.15M	Sell	192,604 -2,991	-2%	-$95.9K	3.92%	6
2025 Q4	$5.92M	Buy	195,595 +25,063	+15%	+$741K	3.76%	6
2025 Q3	$4.9M	Buy	170,532 +30,586	+22%	+$876K	3.32%	12
2025 Q2	$3.85M	Buy	139,946 +139,111	+16,660%	+$3.56M	2.99%	12
2025 Q1	$20.2K	Sell	835 -93	-10%	-$2.17K	0.02%	195
2024 Q4	$20.6K	Buy	+928	New	+$21.7K	0.02%	176

Other funds holding FGD

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

IMG Wealth Management's FGD Position: Q3 2026 in Review

IMG Wealth Management increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 18% in Q3 2026, buying an estimated $1.22M and bringing the position to 231,651 shares worth $7.68M. The position accounts for 3.96% of the portfolio, ranked #7.

IMG Wealth Management first reported a position in FGD in Q4 2024 and has held it in 8 quarters since. 52 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

IMG Wealth Management held 231,651 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $7.68M as of Q3 2026.
IMG Wealth Management bought 35,397 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2026, an estimated $1.22M.
First Trust Dow Jones Global Select Dividend Index Fund made up 3.96% of IMG Wealth Management's portfolio in Q3 2026, its #7 holding.
IMG Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2024 and has held it in 8 quarters since.
52 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.